The Advantages of WORKING WITH A CFP®

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Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner” if properly licensed. Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of confidence by allowing only those who meet the following requirements the right to use the CFP® certification marks.

  • CFP Certification Requirements: the four E’s
  • How the CFP Board’s Code of Ethics benefits you
  • Ongoing certification requirements

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Integrity is doing the right thing, even when no one is watching.

C.S. Lewis