Certified Financial Planner

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Certified Financial Planner (CFP) registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice.

CFP certification is based on independently established public interest standards. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).

Financial Planning Standards Board’s CFP certification program assures members of the public accessing the services of a CFP professional that the financial planning practitioner has met appropriate competency, ethics and professional practice standards to provide comprehensive personal financial planning services in an unsupervised capacity, and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

The intent of any professional certification program is to inform the public that an individual who has achieved certification has demonstrated a degree of knowledge and skill to practice a function or discipline.

To administer its international CFP certification program, FPSB forms affiliations with non-profit organizations, or their equivalent, known as FPSB Affiliates. By meeting and maintaining FPSB’s licensing and affiliation requirements and standards, FPSB Affiliates are authorized to administer the CFP certification program in a country, or geographical or economic region, on behalf of FPSB. To initially obtain CFP certification, individuals must meet rigorous education, examination, experience and ethics requirements adapted to local market place needs by FPSB Affiliates.