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Why hire a CFP®?

Laura obtained her CFP® designation in 2006.  She obtained her certification after receiving her Certificate in Financial Planning from Georgetown University.

Working with a CFP® professional is an important first step toward reaching your financial goals.  Not only do these advisors meet rigorous education and experience requirements, but they are also held to the highest ethical and professional standards in the industry.

EDUCATION

CFP® professionals must master nearly 100 integrated financial planning topics, including:

  • Investments
  • Income Tax Planning
  • Retirement Planning
  • Employee Benefits
  • Estate Planning
  • Risk Management
  • Insurance

In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP® professionals are required to complete continuing education coursework, including a CFP Board-approved code of ethics course, to ensure their competence in financial planning.

EXPERIENCE

CFP® professionals must have a minimum of three years experience in the personal financial planning process prior to earning the right to use the CFP® certification marks.  As a result, CFP® practitioners possess financial counseling skills in addition to financial planning knowledge.

ETHICS

As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP Board's Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, clients, and employers.  CFP Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.