When you’re seeking financial advice, you want to make sure the person who’s giving you advice is competent, ethical, and prioritizes your best interests. This is why many independent advisors are earning the CERTIFIED FINANCIAL PLANNER™ certification.
Anyone can call themselves a financial planner; no minimum experience or education is required by law at this time.
To earn the CFP® certification advisors must complete 3 years of qualifying work experience, participate in ongoing continuing education, adhere to the CFP® Board’s Code of Ethics, and demonstrate comprehensive knowledge in all areas of financial planning, including:
- Insurance planning
- Risk management
- Employee benefits planning
- Investment planning
- Income tax planning
- Retirement planning
- Estate planning
Choosing an advisor with the CFP® certification should help you feel more confident because you’ll know you’re working with a fiduciary professional who has the education, training, and ethical standards to make the most of your resources and to take advantage of emerging opportunities.