What is a Certified Financial Plannerâ„¢

A Certified Financial Planner™ is a professional designation awarded to financial advisors who have passed rigorous coursework and an examination to prove their fluency in all aspects of financial planning.

CFPs must undergo years of training, 4,000 to 6,000 hours in total, before they are eligible to place the letters CFP® after their name. They’re also obligated to continue their education even after receiving their certification.

There is a six step formula that CFP’s use to guide their clients through the planning process, we call  it Plan Well - Live Well.

CFPs are also held to a strict standard of Fiduciary Duty, meaning they must always put their client’s best interests ahead of their own, we call  it Doing the Right Thing is Always the Right Thing.