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Plan with confidence. Partner with a CFP® professional.

When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.

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What Makes CFP® Professionals Different

When you choose a CERTIFIED FINANCIAL PLANNER™ professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are. Learn more about the extensive certification process for becoming a CFP® professional.

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Fiduciary duty

your interests should come first

When you hire a CFP® professional, you are hiring a trusted advisor who has committed to CFP Board to putting your interests first. That’s because as part of their certification, a CFP® professional commits to acting as a fiduciary—which means acting in your best interests at all times when providing you with financial advice and financial planning services. A CFP® professional can receive sanctions from CFP Board, and even risk losing their certification, for violating this standard.

Don't feel like your CFP® professional is putting your interests first? Any other issues? Let us know about it.

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3 Things Full-Time Caregivers Should Consider About Finances and Expenses

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Are You Saving Enough? 5 Tips to Ease Your Financial Worries

Are You Saving Enough? 5 Tips to Ease Your Worries

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