Though many people call themselves financial planners, only those with the CFP® designation have gone through the rigorous certification requirements to be qualified as CERTIFIED FINANCIAL PLANNER™. In fact, according to the CFP® Board, fewer than 20% of practicing financial advisors can claim the distinction of the CFP® mark.

CERTIFIED FINANCIAL PLANNERS™ are required to have at least three years of financial planning experience. They must also pass a thorough and extensive financial planning exam. Once certified, CFP® practitioners are required to remain current with developments in the financial industry by completing a minimum of thirty hours of continuing education courses every two years.


In addition to the educational requirements, the CFP® Board enforces a strict code of ethics to which all CFP® practitioners must abide. Their ethical obligations are also reviewed every two years by the CERTIFIED FINANCIAL PLANNER™ Board of Standards.

By choosing to work with a CERTIFIED FINANCIAL PLANNERS™, you can rest assured that you are selecting someone who is competent and trustworthy, someone who has taken the extra step towards excellence in their field and client service.