CFP® Certified Financial Planners

Frequently Asked Questions

What is a CFP® professional?

A Certified Financial Planner® (CFP®) has met rigorous education, examination, experience, and ethics requirements set by the CFP Board. CFP® professionals must complete ongoing education and adhere to strict ethical standards.

Why choose a CFP® professional?

CFP® certification is widely recognized in financial planning. CFP® professionals have comprehensive training in all areas of personal finance and are held to fiduciary standards when providing financial planning services.

Are all CFP® professionals fiduciaries?

CFP® professionals must act as fiduciaries when providing financial planning services, meaning they must act in your best interest. This is a core tenet of the CFP® certification.

How long does it take to become a CFP® professional?

Becoming a CFP® typically requires 2-3 years of study, passing a rigorous 6-hour exam, and documenting 6,000 hours (or 4,000 hours in an apprenticeship) of financial planning experience.

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