Affiliations

Certified Financial PlannerCFP-black

Also known as a CFP® certificant, the CERTIFIED FINANCIAL PLANNER™ professional must meet the following qualifications in order to be certified to use the CFP® marks, as specified by the Certified Financial Planner Board of Standards, Inc.

  • Examination: An individual must successfully complete the CFP Board’s comprehensive certification examination.
  • Experience: Three to five years of financial planning-related experience prior to receiving the right to use the CFP® marks.
  • Ethics: Voluntarily ascribe to the CFP Board’s Code of Ethics
  • Education: A CFP® certificant must obtain 30 hours of continuing education every two years.

NAPFA Registered NAPFA AdvisorNational Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the largest professional association of comprehensive, Fee-Only financial planners in the United States with 750+ members and affiliates in 45 states.

  • Fiduciary: All Registered NAPFA Advisors subscribe to a fiduciary oath.
  • Experience: To be accepted, NAPFA advisors must submit a comprehensive financial plan for peer review.
  • Education: NAPFA advisors are required to complete 60 Hours of continuing education every two years.