Why Choose a CFP®

Why choose a CFP® Professional as your Financial Planner?


CFP® professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Most CFP® professionals have earned a four-year college degree in a finance-related field, and have completed a course of study in financial planning approved by CFP® Board.

Certification Requirements

To earn the prestigious CFP® certification and remain certified as a CFP® professional, individuals must meet four main requirements.


CERTIFIED FINANCIAL PLANNER™ Professionals must successfully complete CFP Board’s comprehensive certification examination, which tests an individual’s knowledge on various key aspects of financial planning.


CERTIFIED FINANCIAL PLANNER™ Professionals must acquire three years of financial planning-related experience before receiving the right to use the CFP certification marks.


CERTIFIED FINANCIAL PLANNER™ Professionals must voluntarily ascribe to CFP® Board’s Code of Ethics and additional requirements as mandated. CFP® practitioners who violate the code can be disciplined, including permanent loss of the right to use the CFP® certification marks.


CERTIFIED FINANCIAL PLANNER™ Professionals must complete thirty hours of continuing education every two years to stay current in financial planning knowledge, including ethics.

Compliance with these four areas informs you that an individual who holds the CFP® certification mark is well prepared and qualified to give sound, professional advice.

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

If you would like to know more about working with a CFP®,
please contact me to schedule a one-hour complimentary consultation.

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