Business Description
The term “financial planner” is used by many financial professionals. You should ask any planner what qualifies him or her to offer financial planning advice.
A CERTIFIED FINANCIAL PLANNER™ must have passed a rigorous CFP certification process that includes significant education and experience requirements, as well as pass a comprehensive exam that tests their personal financial planning knowledge and skills.
Additionally, CFP registrants must meet regular continuing education requirements (30 hours/2 years) and ethics requirements. You may visit www.CFP-Board.org to check whether your financial planner is a CERTIFIED FINANCIAL PLANNER™.
