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Why Choose a Certified Financial Planner™?

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Most people think all financial planners are “certified”, but this is not always the case.  Many use the title “Financial Planner”.  However, only about 1 in 4* of those have fulfilled the education, experience and training requirements of the Certified Financial Planner Board and can display the CFP® trademark.  Choosing a CFP® professional ensures that you are working with someone who has a high level of ethics, professionalism, and continuing education.  And because they work to uphold a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.
Under the Certified Financial Planner Code of Ethics, a CFP® professional must:

  • Act with honesty, integrity, competence, and diligence.
  • Act in the client’s best interests.
  • Exercise due care.
  • Avoid or disclose and manage conflicts of interest.
  • Maintain the confidentiality and protect the privacy of client information.
  • Act in a manner that reflects positively on the financial planning profession and CFP® certification.

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 are working with someone committed to providing you with comprehensive financial planning.
A qualified CFP® professional will walk you through the 7 steps of the financial planning process which include:

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