Why Choose a CFP?



Certified Financial Planner CFP® designees have demonstrated competency in all areas of finance related to financial planning, including stocks, bonds, taxes, insurance planning, retirement planning and estate planning.

Candidates must pass a comprehensive 10-hour exam, demonstrate extensive experience in the field of financial planning (three years of full-time work & bachelors degree), and meet certain background requirements in order to be approved by the Certified Financial Planner Board of Standards in the US.

After achieving the CFP® designation, all designees are required to adhere to the CFP® Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. The CFP® Board has the right to enforce them through its Disciplinary Rules and Procedures