Credentials

Why Choose a CERTIFIED FINANCIAL PLANNER™ professional?

Being a CFP® professional does not in itself make someone an excellent financial advisor; however, it does demonstrate the CFP® professional has met the CFP Board’s stringent education, exam, experience, and ethic requirements.

The financial planning profession can be confusing to clients as there are many people who call themselves “financial planners,” but in reality they are selling commissionable products rather than providing comprehensive financial advice. There are only 63,000 CFP® professionals, but there are are over 147,000 “personal financial advisors” according to the Bureau of Labor Statistics. The CFP® professional designation is the first step towards differentiating elite advisors in the financial industry.

At Financial Plan we are committed to staying on the forefront of the dynamic financial industry, and have formalized this commitment by requiring all our advisors hold the CFP® professional designation.

Learn more about the CFP® professional designation…

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