The 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.1
Having these designations represents hard work and dedication, and Jackie is one of the few to hold both the CFP® certification and the CPA license.
Now that you know what separates a CFP® professional from other ﬁnancial representatives, don’t settle for anything less. Get started today with CERTIFIED FINANCIAL PLANNER™ professional Jackie Campbell and her team at Campbell & Company and feel secure about your ﬁnancial future.
Nowadays, anyone can use the term “ﬁnancial planner,” but that doesn’t mean they’re certiﬁed as a ﬁnancial planner. A CERTIFIED FINANCIAL PLANNER™ professional is one who earns their certification by completing rigorous education and experience requirements and by committing to high ethical and professional standards. CFP® professionals are held to a fiduciary duty when providing financial advice and planning services. So, what differentiates a CFP® professional from other financial advisors?
CFP® professionals must hold a Bachelor’s Degree and complete rigorous and intensive coursework through a Registered Program approved by the CFP Board.
In addition to the coursework, CFP® professionals must pass a comprehensive CFP® certification exam.
CFP® professionals must complete thousands of hours of professional experience related to the financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® professionals possess practical experience, in addition to financial planning knowledge.
CFP® professionals are held to high standards set forth in the CFP Board’s Code of Ethics and Standards of Conduct. Under these Standards, CFP® professionals must act with integrity, competence, diligence, objectivity, and professionalism. They must place their clients’ best interests above all other interests. CFP® professionals can be sanctioned by the CFP Board if they violate these standards.
The Four Es serve as a way to differentiate a CFP® professional from other financial planners out there. They are held to a higher standard and will always put your best interest first. CFP® professionals have undergone thorough testing and have the experience to back up their education. They also hold high ethical values — making them the type of advisors that clients want to work with.
1 Source: www.cfp.net. © 2022, Certified Financial Planner Board of Standards, Inc. All rights reserved. Reprinted with permission.
5 Source: “What is the CFP® Certification” brouchure. © 2022, Certified Financial Planner Board of Standards, Inc. All rights reserved. Reprinted with permission.
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