• has received formal training.
• has met the CFP Board's education, examination and experience requirements
• is committed to high standards of ethical conduct
• and who completes the CFP Board's biennial licensing requirement to use the CFP™

All CFP™ licensees have voluntarily submitted to the regulatory authority of the CFP Board CFP™ Practitioners have identified themselves to the CFP Board as being actively engaged in providing financial planning services.

Visit the website for the CFP Board of Standards for more information on the Financial Planning profession. this website has a consumer section which provides information on how to select a Financial Planner and various resources for your financial plans. It also allows you to search for CFP™ licensees in your area and verify that they are in good standing with the CFP Board.

CFP™, Certified Financial Planner™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.