About the ProfessionThe financial planning profession exists to help and guide people to achieve their financial goals and dreams. The Financial Planning ProcessWhether trying to save for a home, college or retirement you need a plan - that's where a Certified Financial Planner comes in. They help plot the course that will meet current financial obligations and still allow for savings towards your financial goals.
NOT ALL PLANNERS ARE CREATED EQUALNot every planner is a Certified Financial Planner™ Professional. In order to use the title and trademark of CFP® a planner must meet the qualifications, as specified by the Certified Financial Planner Board of Standards, Inc. For more information on the CFP Profession Click Here. |