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About the CFP®

The CFP® certification is a professional achievement that sets apart those who are dedicated to the practice of financial planning.  More than an educational designation, the CFP® mark signifies those who have met the very highest of service standards: they have obtained a higher educational degree, passed a rigorous exam, met a minimum experience requirement, and -most significantly- agree to embrace and adhere to a body of governing rules and standards, notably CFP Board's "Standards of Professional Conduct".

Implicit to financial planning and integrated into the financial planning process are Core Subject Areas. These subject areas include, but are not limited to, the following:

Retirement Planning

Investment Planning

Income Tax Planning

Estate Planning

Insurance Planning and Risk Management

Employee Benefits Planning


The "Code of Ethics and Professional Responsibility"sets forth seven principles that guide CFP® professional's activities and define their responsibilities.  At all times the CFP® professional must act in the "best interest of the client" with: