What Is A CFP®?
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 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: