Why a Certified Financial Planner?

Why You Should Choose

A CERTIFIED FINANCIAL

PLANNER™ PRACTITIONER

CERTIFIED FINANCIAL PLANNER

BOARD OF STANDARDS, INC.

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. 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 on whom

you can depend for professional advice and

services. Your future depends on the choices

you make. 

Marks of QUALITY

CFP®, CERTIFIED FINANCIAL PLANNERTM and are

certification marks owned in the U.S. by Certified

Financial Planner Board of Standards Inc. (CFP

Board), which can help you identify financial

planners who are committed to competent and

ethical behavior when providing financial planning.

Individuals certified by CFP Board have taken the

extra step to demonstrate their professionalism by

voluntarily submitting to the rigorous CFP (r)

certification process that includes demanding

education, examination, experience and ethical

requirements. These standards are called “the four

Es,” and they are four important reasons why the

financial planning practitioner you select should

display the CFP (r) mark.