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

  • 658,267 actively licensed CPAs in the U.S. 2
  • Over 92,000 CFP® professionals in the U.S. 3
  • 7,601 dual CFP® professionals & CPAs in the U.S. 4

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.

Is Your Advisor Following the Four Es?5

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?

Education

CFP® professionals must hold a Bachelor’s Degree and complete rigorous and intensive coursework through a Registered Program approved by the CFP Board.

Examination

In addition to the coursework, CFP® professionals must pass a comprehensive CFP® certification exam.

Experience

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.

Ethics

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.

2 https://nasba.org/licensure/howmanycpas/#:~:text=As%20of%20September%202%2C%202020,the%2055%20CPA%20licensing%20jurisdictions

3 3 https://www.cfp.net/news/2022/01/cfp-board-surpasses-92000-cfp-professionals-increases-gender-and-racial-diversity-of

4 https://www.google.com/search?rlz=1C1GCEA_enUS963US965&q=How+many+CFPs+are+also+CPAs%3F&sa=X&ved=2ahUKEwjNiYjphaP2AhVQRDABHYWPAC4Qzmd6BAgjEAU&biw=1580&bih=862&dpr=2

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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