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Guiding You to Financial Freedom


CFP® professionals  are dedicated to using the financial planning process to serve the  financial needs of individuals, families and businesses. Many CFP®  professionals have earned a four-year college degree in a  finance-related field, and have completed a course of study in financial  planning approved by the CFP® Board.


To earn the CFP® designation and remain certified as a CFP® professional, individuals must meet four main requirements.

Examination:
CFP®  Professionals must successfully complete the CFP® Board's comprehensive  certification examination, which tests an individual's knowledge on  various key aspects of financial planning.

Experience:
CFP® Professionals  must acquire a minimum of three years of relevant financial  planning-related experience before receiving the right to use the CFP®  certification marks.

Ethics:
CFP®  Professionals must voluntarily ascribe to CFP® Board's Code of Ethics  and additional requirements as mandated. CFP® practitioners who violate  the code can be disciplined, including permanent loss of the right to  use the CFP® certification marks.

Education:
CFP®  Professionals must complete 30 hours of continuing education every two  years to stay current in financial planning knowledge, including ethics.

CFP®, CERTIFIED FINANCIAL PLANNERTM and  federally registered CFP (with flame logo) are certification marks  owned by Certified Financial Planner Board of Standards. These marks are  awarded to individuals who successfully complete CFP Board's initial  and ongoing certification requirements.



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