What is a CERTIFIED FINANCIAL PLANNER™?

Written by Eric Ebbert CFP®, MBA

On May 23, 2021

You will find several businesses and professionals offering their services when you search for financial planners in your area. However, it is hard to tell which is the best to work with when there are so many options and titles out there. One type of professional you may come across is a CERTIFIED FINANCIAL PLANNER™ (CFP®). If you see a “CFP®” title by someone’s name, then you have found someone who is extremely qualified and very trustworthy.

What is a CERTIFIED FINANCIAL PLANNER™?

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is a financial professional who has gone above and beyond the competition to offer the highest quality of services with the unquestionable ethical standards.

To earn the title of CFP®, a financial professional must achieve the following:

  • At least four years of collegiate education with an emphasis in financial courses outlined by the CFP® board.
  • Three years or 6,000 hours of full-time professional experience OR two years or 4,000 hours of experience under an apprenticeship role, which is subject to further individual requirements set by the CFP® board.
  • Completion of the CFP® exam, which is a rigorous examination of a candidate’s ability to navigate real-life financial scenarios and challenges.
  • Candidates must also adhere to the CFP® board’s high levels of professional conduct and ethical standards. They must regularly disclose information about their professional activities and other information, such as any government inquiries, bankruptcies, complaints, terminations or criminal activity. 

As you can see, achieving a CFP® status is no walk in the park. Professionals must have a lot of valuable experience combined with a demonstration of expertise and ethical adherence that is coveted in the field. When you need help building a financial plan to reach your short- and long-term financial goals, a CFP® professional is exactly the type of person you should work with.

Talk to a ProVise CFP® professional about your financial plan

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about your personal financial plan? Contact ProVise today to schedule a complimentary consultation.

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