CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new 501(c)(3) organization, International Board of Standards and Practices for Certified Financial Planners, Inc.

When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most important, a CFP® professional has made a commitment to CFP Board to act in the best interests of their client. It's easy for someone to call themselves a financial planner.

The CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.

Both credentials are widely recognized in the financial services industry, but CFP® certification is the standard of excellence in personal financial planning. It signifies that you are trained and experienced in comprehensive financial planning that helps your clients chart a course for a secure future.

A financial planner helps clients manage their current money needs and reach their long-term financial goals. Their focus may be broad or narrow. Some help clients with many aspects of their financial lives, including savings, investments, insurance, retirement savings, college savings, taxes, and estate planning.

CFP Board was founded in 1985 as a non-profit organization created by the College for Financial Planning, which initially created the CERTIFIED FINANCIAL PLANNERTM certification program in the early 1970s.

Of course, the CFP Certification is offered Financial Planning standard Board US and which is globally recognized in over 26 countries including Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, Columbia, France, Germany, Hong Kong, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, Republic of ...

A CFP® professional must act with the care, skill, prudence, and diligence that a prudent professional would exercise in light of the Client's goals, risk tolerance, objectives, and financial and personal circumstances. The cornerstone of the Code and Standards is the Fiduciary Duty.

Many times your CFP will come up with more than one method to achieve your goals, and will ask for your preference. They may even involve the input of other advisors. Most importantly, your CFP will provide you with a comprehensive plan that has detailed and well-documented recommendations.

Both credentials are widely recognized in the financial services industry, but CFP® certification is the standard of excellence in personal financial planning. It signifies that you are trained and experienced in comprehensive financial planning that helps your clients chart a course for a secure future.

Hands down, CFA is a lot more difficult compared to CFP. To receive the CFA Charter, you have to clear all the 3 levels of examination. From 2013 to 2022, the average passing rate of CFA has been on the lower side.