Certified Financial Planner(tm)

How can an Certified Financial Plannerâ?¢ help me?

 

Financial planning provides the opportunity to give direction and meaning to your financial goals. Your financial goals can include buying a home, saving for your childâ??s education or planning for retirement. A Certified Financial Plannerâ?¢ can help you work out where you are now, what you may need in the future and what you must do to reach your goals. The number of financial decisions a person faces can be overwhelming, but donâ??t let that keep you from making the right decisions secure your financial future. Let a Certified Financial Plannerâ?¢ help to show you the way.

How does one become an Certified Financial Plannerâ?¢?

A Certified Financial Plannerâ?¢ has met the following certification requirements (known as the four E's):

• Education:  He has completed a CFP Board-Registered Program that covers the following topics:  insurance and risk management, investment planning, employee benefits, retirement planning, income tax planning, estate planning.
• Examination:  He has passed a challenging two day exam administered by the CFP Board covering the above mentioned topics.
• Experience:  He has completed at least three years of full-time relevant work experience.
• Ethics:  He has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Are CFP® Professionals required to take continuing professional education?

In addition to the stringent testing and application process, CFP® Professionals are required to complete 30 hours of continuing professional education every 2 years, to maintain their status. A portion of these hours must be from the CFP Board's pre-approved program of ethics.