The CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks are the most recognized financial planning marks in the world.

The government does not regulate financial planners as “financial planners”. Planners and advisors are regulated as stock brokers, registered representatives, insurance agents or investment advisers, depending on the services they provide. As a result anyone can call himself or herself a "financial planner" with little or no education or experience.

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional.

CFP® practitioners are dedicated to helping individuals, families and businesses solve problems and achieve financial goals by putting clients' interests first.