Why choose a CERTIFIED FINANCIAL PLANNER™
Did you know that today almost anyone can claim to be a “financial planner”? It’s true. But not just anyone can call himself or herself a CERTIFIED FINANCIAL PLANNER™ professional.
As a consumer, it’s important to understand the difference. Allow me to take this opportunity to explain why.
The standards I adhere to are promulgated and enforced by CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. CFP Board refers to these standards as “the 4Es.”
Education. I completed an education requirement to demonstrate to CFP Board that I have the theoretical and practical financial planning knowledge to practice personal financial planning. In addition, every two years, I complete a minimum of 30 hours of continuing education to stay current with developments in the field.
Examination. I passed an exam administered by CFP® Board to test my understanding of the financial planning process, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.
Experience. Before earning the CFP® certification, I fulfilled a minimum of three years’ experience in the financial planning process.
Ethics. I agree to abide by CFP Board’s Code of Ethics and Professional Responsibility. The Code of Ethics requires CFP® certificates to act fairly and diligently, with integrity and objectivity, when providing financial planning services to clients. I also have agreed to submit to background checks by the CFP Board and have promised to disclose any investigation or legal proceedings related to my professional or business conduct.
But don’t just take my word for it. Interview several financial planners to choose the one with whom you feel most comfortable and who best meets your needs.
It’s never too early and never too late to take charge of your financial future. To learn more, I encourage you to visit CFP Board’s Web site at www.CFP.net/learn. I would be pleased to meet with you to answer your questions.
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