What is a CFP®?

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is considered the premier designation in the financial industry.  A financial planner with this designation has:

  • Completed a comprehensive course of study in financial planning curriculum
  • Passed a comprehensive two-day, 10-hour board certified exam
  • Obtained 3+ years of financial planning experience
  • Obtained an undergraduate degree
  • Passed an ethics review and agreed to abide by practice standards and a strict code of professional conduct
  • Completed a minimum number of hours of continuing education every two years

Although many professionals may call themselves "financial planners," CFP® professionals have completed extensive training, experience and exam requirements and are held to rigorous ethical standards.

CFP® professionals have demonstrated competence in the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This ensures that a CFP® professional is highly qualified to develop a plan for your finances.

CFP® professionals put your interests ahead of their own at all times and provide their financial planning services as a "fiduciary"—acting in the best interest of their clients.

 

Contact a CFP® today

Affiliations CFP Phoenix