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You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, a CFP® professional can help you. Select the category that best describes you, and learn what a CFP® professional can do for you. Ten Questions to Ask Your Financial Advisor
ESG is becoming a primary focus of succession planning for a business to entice investors by offering socially responsible investing (SRI) options.
If you use credit cards to make purchases, understanding how to use them safely when shopping online is essential. Here are the best tips to prevent credit card theft online.
Are we going to have a recession? Headlines are screaming that a recession is coming, but is it really?
read the latest from our CFP® experts.
Watch one of CFP Board's latest TV ads featuring Cal and Valerie, who know it's all possible with a CFP® professional. Find your own CFP® professional today.