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 What Is A CFP®?

The Standard of Excellence

"CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow."

Certified Financial Planner<span id="_mce_caret" data-mce-bogus="1"><sup>TM</sup></span>

Certified Financial PlannerTM

CFP® stands for Certified Financial Planner™ and is recognized as the standard of excellence for financial planners. In order to earn this designation, CFP® professionals must fulfill the following requirements:

CFP® Requirements

Click below for more information on the CFP® certification.