Why should you choose a CERTIFIED FINANCIAL PLANNER™ practitioner?

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. Regardless of how you choose to work together, a planner can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, take the time to select a financial planner who is competent and trustworthy, one of whom you can depend for professional advice and services.

Mark of Quality

CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of Standards (CFP Board) which help you identify financial planners who are committed to competent and ethical behavior when providing financial planning services. CFP® practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process. In addition to significant education and experience requirements, they must pass a comprehensive exam that tests their personal financial planning knowledge and skills, continually update their abilities and abide by CFP Board's Code of Ethics and Professional Responsibility (Code of Ethics) and Financial Planning Practice Standards (Practice Standards).

When you work with a CFP® practitioner, you are the focus of the financial planning relationship and your needs drive the financial planner's recommendations. As a client, you can choose from a wide variety of planners and planning services.

CFP® practitioners can work in several settings including small financial planning practices, large financial services firms, credit unions, banks and other financial institutions. Planners are compensated for the services they provide in different ways, as well. Some are paid through commissions, and other through fees or a combination of both. While all CFP® practitioners are trained to provide you with comprehensive financial planning services, some specialize in one or more areas, or work with specific types of clients. Interview several candidates and choose the one with whom you feel most comfortable and who best meets your needs.

To learn more about CERTIFIED FINANCIAL PLANNER™ practitioners please visit www.cfp.net.

CFP Badge