Why a CFP®?
Many can call themselves financial advisors and the requirements for carrying this title unfortunately are minimal. The CFP® title is awarded by the International Board of Standards and Practices for Certified Financial Planners. CERTIFIED FINANCIAL PLANNERS™ must undergo two years of intensive training followed by a rigorous two-day examination. A code of ethics must be adhered to and participation in a continuing-education program is required. CFP®s are trained in many aspects of the financial services industry, including investment, insurance, retirement, tax, estate planning, and more.