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 us to take this opportunity to explain why.
We have earned the right to call ourselves a CFP® professional because we have voluntarily agreed to meet the education, examination and experience standards. We participate in ongoing professional education. And we have agreed to follow a strict code of professional conduct in order to help maintain the CFP® designation.
The standards we adhere to are promulgated and enforced by CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. CFP Board refers to these standards as “the 4Es.”
If you are looking for a way to possibly measure a financial planner’s commitment to ethical behavior and adherence to high professional standards…if you are looking for a financial planner who commits to putting you and your needs at the core of every financial planning engagement…we suggest that you look for a CFP® professional.
But don’t just take our 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, we encourage you to visit CFP Board’s Website at CFP.net/learn. We would be pleased to meet with you and answer your questions.