What is a Certified Financial Planner (CFP)?

What is a Certified Financial Planner (CFP)?

A Certified Financial Planner (CFP) is a well qualified financial professional who use a variety of strategies to help their clients.

A CFP can benefit a variety of individuals and families, no matter their economic status.

Should You Hire a Certified Financial Planner?

Create a Comprehensive Financial Plan:

If you’d like a detailed plan that can help you meet your financial goals, a CFP may be an invaluable resource.

Several life events may prompt you to work with a CFP and figure out how to deal with the financial changes brought about by them.

Navigate a Life Event:

Even if you’re confident in your finances, a CFP can provide a second opinion or fresh set of eyes.

Receive a Fresh Set of Eyes on Your Finances:

What Do Certified Financial Planners Have To Say About Hiring a CFP?

"The CFP® is a designation that is only available to the top echelon of financial advisors who have proven they know what they are doing when financial planning."

What Does it Take to Earn and Maintain the CFP?

CFP Education Requirements

CFP Experience Requirements

CFP Exam

CFP Ethics

CFP Continuing Education

How To Find The Best Certified Financial Planner For You