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The Certified Financial Planner Credential


In a more and more competitive world that forces people to be more efficient and professional, the use of quality certificates is becoming more common in different business areas. Therefore, the Certified Financial Planner credential process, managed by CFP Board, shows to the public that those individuals who have been authorized to use the certification have met precise professional standards and have decided to adhere to the principles of competence, integrity, fairness, objectivity confidentiality, diligence and professionalism when dealing with customers.

Lately, a nationwide consumer survey conducted by CFP Board has reflected that an important majority of companies demand financial planners who obey rigorous standards. For example, 95% of the interviewed people felt that financial planners should obey professional perform standards, and 85% considered extremely important or very important the successful conclusion of the certification examination. The main reason for these results is that now people are recognizing the certification and they know what to expect from a financial planning engagement.

Therefore, if you are planning your future and would like to find a high quality financial advisor, the best option is to make sure that he/she has a CFP certification. The certification will guarantee that the financial planner you are meeting is an expert in its field. Moreover, it will provide you with a truly personalized service. In addition, these professionals have to follow a Code of Ethics and Professional Responsibility that helps control better the work of financial consultants.



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