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The value of working with a CFP® professional

A CFP® certification (Certified Financial Planner) is a professional designation for individuals who have demonstrated their expertise in financial planning. To obtain a CFP certification, candidates must meet rigorous education, experience, and ethics requirements set by the Certified Financial Planner Board of Standards.

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THE STANDARD OF EXCELLENCE

Being "Certified" is Different

Anyone can be a Financial Planner. Being Certified is different. Learn more about why clients should choose to work with a CERTIFIED FINANCIAL PLANNER™ professional, and the high standards that they must meet. 

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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