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Getting a CFP[® Professional]

Aug 22, 2008

I'm a fan of the CERTIFIED FINANCIAL PLANNER™ designation. From my experience as a journalist, plus knowing several friends that got a CFP[® certification], it gives the practitioner a very broad overview of household finances. The CFP[® certification] offers the kind of broad background that will enable you to deal with everything from managing a portfolio to dealing with long-term care insurance to philanthropic gift giving.
Chris Farrell
August 22, 2008

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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Don't address your finances individually. Pull your finances together with the help of a CFP® professional.