Why Use a Certified Financial Planner Practitioner?

Most people think that all financial planners are "certified," but this isn't true.  Anyone can call himself or herself a "financial planner."  Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.  When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical.  The CFP® certification provides that sense of security by allowing only those who meet the requirements of Education, Examination, Experience and Ethics the right to use the CFP® certification marks.

Through the Code of Ethics, CFP® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first.  The Code of Ethics states that CFP® practitioners are to act with integrity, offering you professional services that are objective and based on your needs.