Why Hire a Certified Financial Planner?

Most people think that all financial planners are “certified.” This isn’t true. Anyone can call themselves a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification marks. When choosing a financial planner, you need to feel confident that the person you select has the skills and ethics required to help you plan your financial future.


7 reasons to work with a CFP®

  1. CFP® professionals follow a financial planning process to serve the needs of individuals, families and businesses.
  2. Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a personal financial planning curriculum approved by the CFP® Board.
  3. To earn a CFP® designation, your planner needs to pass a two-day, 10 hour examination covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
  4. CFP® professionals must have three years minimum experience in the financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® practitioners possess financial counseling skills and financial planning knowledge.
  5. CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP® Board’s Code of Ethics and Professional Responsibility.
  6. CFP® Board performs a background check before approval, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.
  7. CFP® professionals are required to maintain their planning skills and fulfill ethical obligations — completing 30 hours of continuing education over two years to maintain their designation.

Source: CFP.net

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