What Is a Certified Financial Planner (CFP)?

A CFP® professional is a trained and vetted financial advisor who meets rigorous education, exam, experience and ethical standards set by CFP Board to provide holistic, fiduciary planning. CFP Board Ambassador Brenton Harrison, CFP® notes that certification requires real-world experience; Chia-Li Chien, CFP®, Managing Director of Professional Practice at CFP Board, emphasizes a holistic approach; and Sara Cortes, CFP®, Assistant General Counsel at CFP Board, underscores that CFP® professionals must give advice without regard to their own interests

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