Why work with a Certified Financial Planner®?

The brochure below will give you an understanding of what it takes to become a CFP^® practitioner including the rigorous certification process that includes demanding education, examination, experience and ethical requirements.  Please click below to view the full brochure.

Consumer Guide / Why work with a CERTIFIED FINANCIAL PLANNER^TM practitioner?


CFP Board has teamed up with the U.S. General Services Administration to make available a brochure educating consumers about how to identify a qualified financial advisor and providing tips to avoid "red flags" that may signal an unqualified financial advisor.  Please click below to view the full brochure.

CFP Board's Consumer Guide to Financial Self-Defense