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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.

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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