CFP® Professional

CFP® Professional

When you work with a CFP® professional, you are the focus of the financial planning relationship and YOUR needs drive the financial planner's recommendations. CFP® professionals follow certain standards- called FINANCIAL PLANNING PRACTICE STANDARDS when providing financial planning.

The standards are as follows:

--Establishing and defining the client-planner relationship

--Gathering client date including goals

--Analyzing and evaluating the client's financial status

--Developing and presenting financial planning recommendations and/or alternatives

--Implementing the financial planning recommendations

--Monitoring the financial planning recommendations