Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP®professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
No matter where you are in life, CFP® professionals know how to deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP®professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.
Financial planning can seem intimidating, but it doesn’t have to be. Here are some tips to help you make the most of your introductory meeting with a CFP® professional.