Why work with a CERTIFIED FINANCIAL PLANNER® Professional?

The CFP® certification process is tested and administered through the CFP® Board. This certification identifies to the public these professionals have met rigorous professional standards, and have agreed to adhere to the values of honesty, fairness, confidentiality, professionalism and attentiveness when dealing with their clients.

The following list is a sample of the items I can evaluate and I can document the strengths and vulnerabilities of your current financial situation to include, but not limited to:


Marks of Quality

The CFP® certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP® Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called "the four Es," and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

Ongoing Certification Requirements

Once certified, CFP® practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum 30 hours of continuing education to stay current with developments in the financial planning profession and better serve clients. Two of these hours are spent studying or discussing CFP® Board's Code of Ethics or Practice Standards. In addition to the biennial continuing education requirement, all CFP® practitioners voluntarily disclose any public, civil, criminal or disciplinary actions that may have been taken against them during the previous two years as part of the renewal process.