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What is a CFP® (Certified Financial Planner)

A CFP® professional is a financial advisor who has earned one of the most respected and rigorous
certifications in the financial planning industry. The CERTIFIED FINANCIAL PLANNER™ (CFP®)
designation is granted by the Certified Financial Planner Board of Standards, Inc. to individuals who
meet strict education, examination, experience, and ethics requirements. CFP® professionals are
trained to take a comprehensive, holistic approach to your finances — looking at your entire financial
life, not just one piece of it.

What It Takes to Become a CFP® Professional

What It Takes to Become a CFP® Professional

To earn and maintain the CFP® certification, advisors must:

1. Complete extensive education through a CFP Board–registered program covering investments,
taxes, retirement, insurance, and estate planning.

2. Pass a rigorous 6-hour exam that tests real-world financial planning knowledge and problem-solving
skills.

3. Gain relevant professional experience (typically at least 6,000 hours in financial planning or related
work).

4. Commit to high ethical standards by adhering to the CFP Board’s Code of Ethics and Standards of
Conduct, which require acting as a fiduciary—putting clients’ interests first at all times.

5. Continue education every year to stay current with evolving financial laws, strategies, and best
practices.

What This Means for You

When you work with a CFP® professional, you’re choosing someone who:

- Puts your best interests first — always acting as a fiduciary.
- Takes a comprehensive view of your financial life, including investments, retirement, taxes, and estate
planning.
- Has proven expertise validated by rigorous testing and ongoing education.
- Adheres to strict ethical standards that promote trust and transparency.

Why Choose a CFP® Professional

Why Choose a CFP® Professional

Your financial life is complex — but your advisor’s credentials don’t have to be. By choosing a
CERTIFIED FINANCIAL PLANNER™, you’re partnering with a professional who has demonstrated
both the technical knowledge and the ethical commitment to guide you through life’s most important
financial decisions.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. (CFP Board), which authorizes their use by individuals who
successfully complete the CFP Board’s initial and ongoing certification requirements.