A Fee-Only SEC Registered Investment Advisor Since 1980
THE CERTIFIED FINANCIAL PLANNER™
To become a CERTIFIED FINANCIAL PLANNER™
practitioner, an individual must demonstrate competency in the six
areas vital to comprehensive financial planning by successfully
completing a series of examinations and maintaining 30 hours of
continuing education biannually.
CFP®
professionals recognize the need to coordinate with other financial
advisors with whom you may already have established relationships such
as your attorney, accountant, general agent or pension administrator.
The practitioner may also recommend consultation with other outside
advisors and specialists in areas where additional expertise is
necessary.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™
in the U.S., which it awards to individuals who successfully complete
CFP Board's initial and ongoing certification requirements.