Certified Financial Planner Board Of Standards Inc – The Certified Financial Planner™, CFP® and Federally Registered CFP (with Flame Program) marks (collectively, the “CFP® Mark”) are issued by the Certified Financial Planning Standards Board of America, Inc. (“”) are professional certification marks awarded by the CFP Board”). CFP® certification is a voluntary certification; Financial planners are not required by federal or state law or regulation to hold the CFP® certification. It is (1) recognized in the United States and many other countries for higher professional education; (2) strict codes of conduct and standards of practice; and (3) ethical requirements governing professional relationships with clients. Currently, more than 74,000 people in the U.S. hold the CFP® certification.
• Education – Completion of an advanced college-level course and a degree from a regionally accredited college or university in financial planning subject areas determined by the CFP Board of Examiners as necessary for the proper and professional delivery of financial planning services. CFP Board Financial Planning disciplines include insurance planning and risk management, employee benefit planning, investment planning, income tax planning, retirement planning and estate planning;
Certified Financial Planner Board Of Standards Inc
• Exam – Pass the Comprehensive CFP® Certification Exam. Administered in two sessions, the 6-hour exam includes case studies and client scenarios designed to test one’s ability to accurately identify financial planning issues and apply one’s knowledge of financial planning to real-world situations.
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• Experience – Must have at least three years of full-time qualified financial planning related experience, measured by a standard of 2,000 hours per year; and,
• Ethics – The CFP® agrees to be bound by the CFP Board’s Standards of Professional Conduct. Standards require CFP® professionals to provide financial planning services with a reliable quality of care. This means that CFP® professionals must provide financial planning services in the best interests of their clients.
• Continuing Education – To maintain the right to continue to use the CFP® score, CFP® professionals must complete 30 hours of continuing education every two years, including two hours of ethics and other areas of professional standards. Attitudes, and skills must be maintained and kept abreast of developments in the field of financial planning. CFP® professionals who fail to comply with the above standards and requirements may be subject to the CFP Board’s enforcement process, which may suspend or permanently revoke their CFP® certification.
CPAs are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education, experience, and testing requirements for licensure as a CPA typically include a minimum college education (typically at least a bachelor’s degree and 150 credit hours focused on accounting), minimum experience levels (most states require accounting, certification, comp. , at least one year of experience providing services including management, consulting, financial consulting, tax or consulting skills, all of which must be obtained under the supervision or verification of a CPA) and successfully pass the uniform CPA exam.
What Is A Certified Financial Planner & What Do They Do?
States generally require the completion of 40 hours of continuing professional education (CPE) each year (or 80 hours over a two-year period or 120 hours over a three-year period) to maintain a CPA license. In addition, all American Institute of Certified Public Accountants (AICPA) members must follow a strict professional code of conduct that requires honesty, objectivity, due care, competence, full disclosure of conflicts of interest (and client consent if there is a conflict (acquisition). Client confidentiality, disclosure of any commission or referral fee to the client and serving the public interest in providing financial services. Most state boards of accountancy have adopted the AICPA’s Code of Professional Conduct or developed their own within their state accountancy rules. Many people think that all financial planners are “certified,” but this is not true. Anyone can use the title “Financial Planner”. Only those who have met the CFP Board’s rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards. Also, a CFP® professional must gain years of experience providing financial planning services to clients and pass a comprehensive CFP® certification exam before calling himself a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to changes in your lifestyle or circumstances, such as an inheritance, career change, marriage, home purchase, or growing family. When you start thinking about how to best manage your financial future with a CFP® professional, you can feel confident knowing you’re working with someone committed to providing high-quality financial planning.
David Savarelli is proud to have earned the CFP® designation in 2011. He completed his studies at Fairfield University in Fairfield CT.
Proud To Be A Cfp® Professional
The CFP®, CERTIFIED Financial Planner ™ and CFP® certification marks are administered by the CFP® Certified Financial Planner Standards Institute in the United States.
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