- About Us
- Account Access
YOUR CALMING FINANCIAL PLAN IS POSSIBLE WITH A CFP® PROFESSIONAL
When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest. So, with a CFP® professional, you’ll have confidence and peace of mind — today and tomorrow.
You deserve an all-inclusive financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP® Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.