CFP®

When it comes to your financial affairs, the advantages of working with a CERTIFIED FINANCIAL PLANNER™ certificant may be substantial. A person with the CFP® certification is a financial professional who has met the highest standards for the practice of financial planning. How can a CFP® help reach your financial goals? A person with the CFP® designation is governed by the CFP Board, a nonprofit professional regulatory organization founded in 1985 to benefit the public by fostering professional standards in personal financial planning. Individuals who meet the rigorous certification requirements are certified by the CFP Board to use the CFP® and CERTIFIED FINANCIAL PLANNER™ marks. CFP® certificants voluntarily agree to conduct their business to a high standard of conduct and must submit to a disciplinary review process should they violate this standard.