These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP®Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP®certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
While anyone may call themselves a financial planner, by hiring a CFP®you are working with someone who has not only put in the work to be in the top of their field, but who is bound by Rules of Conduct to put your interests ahead of their own.
