CFP®

Working with a CFP® professional is an important first step toward reaching your financial goals.  Not only do these advisors meet rigorous education and experience requirements, but they are also held to the highest ethical and professional standards in the industry.  In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, CFP® professionals are required to complete continuing education coursework, including a CFP Board-approved code of ethics course, to ensure their competence in financial planning.  CFP® candidates must pass a comprehensive CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format.  As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility.  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.  They are required to provide you with information about their sources of compensation and conflicts of interest in writing.