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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
For both individuals and business owners, it is important to not waste your money. We offer 10 easy ways to save money.
More and more middle-class families are using trust funds to maximize their estate plans. Learn these creative strategies for setting up trust funds.
Why not to fear a recession, with proper understanding and planning you can keep calm and carry on without worrying about your finances.
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.