You have many options when selecting a financial advisor. When you partner with a CFP® professional, you are choosing to work with a practitioner who has promised to put the best interest of their clients first. A CFP® professional has also completed a rigorous course of study, focusing on the fundamentals of financial planning, insurance planning, investments, retirement planning, income taxation, and estate planning.

To achieve certification, CFP® professionals are not only required to pass the comprehensive CFP® certification exam. They must also meet a practical experience requirement before they can utilize the CERTIFIED FINANCIAL PLANNER™ marks. Through their studies, they have demonstrated the knowledge needed to provide both financial advice for specific situations, as well as deliver more holistic financial planning.

Source: https://www.letsmakeaplan.org/how-to-choose-a-planner/why-choose-a-cfp-professional

Kaitlyn Longley is a CFP® Professional. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.