Why choose a Certified Financial Planner™ (CFP®) professional?

There are 285,000 ‘financial advisors’ in the United States; only 1 in 5 are Certified Financial Planners.  Anyone may call themselves a financial planner, but only those who have fulfilled the requirements of the CFP Board can display the CFP® certification marks.

Requirements for CFP certification:

Comprehensive Board approved college/ university course of study.  Mandatory study includes retirement, employee benefits, investments, insurance, and estate planning.

By the time a student sits down to take the CFP® certification exam, they have studied an average of 900 hours to get there. The pass rate is about 50%.

Certificants must have a minimum of 3 years (6,000 hours) of experience participating in the financial planning process prior to earn the right to use the CFP® marks.

CFP® professionals are required to provide their financial planning services as a fiduciary— always acting in the best interest of their clients.

Continuing Education:
CFP® professionals remain well-versed in comprehensive financial planning by completing 30 credit hours of Board approved education every two years.  

For more information, see About CFP Board