CFP® Professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.

CFP® professional must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP® Board.  They must also pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations.  The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

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.

Financial planning is a dynamic process.  Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as inheritance, career change, marriage, house purchases 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 highest standard of financial planning.