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WHY WORK WITH A CFP® professional


The CERTIFIED FINANCIAL PLANNER™ certification identifies those individuals who have met the 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 strategies, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. 

CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

For information about the CFP® program, click here