Financial planning is a holistic, problem solving approach used to help people meet their financial goals. The planner must be knowledgeable of key areas within personal finances such as investments, retirement planning, taxation, estate planning and insurance in order to provide the advice their clients need. The term financial planner is often used loosely and can sometimes be misleading. There is no specific government regulation of financial planners therefore it can be difficult for investors to know if they’re receiving competent and unbiased advice. CFP® practitioners are certified and regulated by the Certified Financial Planner Board of Standards, Inc. The CFP® Board is an independent professional regulatory and certifying organization that owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™. The board’s mission is to help people benefit from competent, professional and ethical financial planning.
• complete a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP® Board
• pass a two-day, 10-hour CFP® Certification Examination
• satisfying the CFP® Board’s ethical requirements and abide by a strict code of professional conduct
• fulfill ongoing certification requirements set forth by the CFP® Board
For more information please visit the Certified Financial Board of Standards, Inc. at www.cfp.net
ALL CFP® PRACTITIONERS MUST DO THE FOLLOWING:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.