Why Work With A CFP?

With more than 100 professional financial certifications available, the Certified Financial Planner™ (CFP^®) designation is one of the industry’s most prestigious and widely recognized. A CFP^® is considered a trusted advisor due in part to the certification’s fiduciary requirement. This is one of the most notable attributes of the CFP^®, which stipulates that every CFP^® pledges to put their clients’ needs ahead of their own. What’s more, the CFP^® certification provides an unparalleled degree of financial protection for clients as all CFP^®s are backed by The Certified Financial Board of Standards, Inc. to further safeguard consumer interests.
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A CFP^® designation is earned only when an advisor has passed a comprehensive two-day, six-hour Certification Examination that evaluates the planner’s abilities to apply financial planning knowledge in a comprehensive way. The test covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance. It is a rigorous exam that that carries a pass rate of only 67 percent, so CFP^® clients can rest assured that they are working with a dedicated professional who has deep knowledge of the financial process and current landscape.