What is a CERTIFIED FINANCIAL PLANNER™ professional?

The CERTIFIED FINANCIAL PLANNER™ professional designation is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® designation meet rigorous standards of professionalism and ethics, and are required to uphold the values of the CFP Board—including confidentiality, competence, diligence, fairness, integrity, objectivity and professionalism.

In addition to recognizing financial planners’ excellence, the CFP® designation was created to help people identify financial planners who put clients’ interests first. When you choose a WorthPointe CERTIFIED FINANCIAL PLANNER™ professional, you can rest assured that your financial planner is committed to delivering accountability you can trust.

How Do Financial Planners Earn the CFP® Designation?

WorthPointe financial planners undergo a rigorous certification, proving their competency and dedication to the highest ethical standards:

  •       First, CERTIFIED FINANCIAL PLANNER™ candidates must satisfy educational requirements that demonstrate in-depth knowledge of their field.
  •       Second, financial planners sit for the CFP® Certification Exam, which assesses their ability to use their knowledge to benefit clients in real-life situations. To pass the exam, financial planners must demonstrate professionalism in all areas of personal financial planning—such as retirement planning, tax planning, estate planning, and investment management.
  •       Third, financial planners must acquire several years of financial planning experience in order to receive the CFP® designation.

Only by demonstrating excellence in the four E’s—Education, Examination, Experience and Ethics—are financial planning professionals able to earn the CFP® designation and join the WorthPointe team.

Benefits of Working with a CERTIFIED FINANCIAL PLANNER™ Professional

  •       A financial planner is the architect of your financial future which is why it’s critical that you work with someone you can trust. The CFP® designation makes it easy for you to identify trustworthy financial planners who have been vetted for you.
  •       Choose to do business with a fiduciary, not a salesperson. A CERTIFIED FINANCIAL PLANNER™ has a legal responsibility to put their client’s best interest first not their commission. Their guidance evolves from ethical standards and years of experience not greed.
  •       When you work with a CFP®, you can rest assured that they are held to the high standards of professionalism and ethics set by the CFP Board, and are committed to acting in your best interest. Their certification depends on it.

Contact a WorthPointe CFP® Today

WorthPointe takes the concept of a CERTIFIED FINANCIAL PLANNER™ professional to the next level by not only acting as your financial fiduciary but as your financial coach as well. As with any goal, accountability is essential to its achievement which is why WorthPointe makes a commitment to guide and track our clients’ financial goals as they progress. We remind you of your long term goals and help you avoid making decisions based on emotions. The market will fluctuate, but with our accountability to you and your financial plan together we will work to achieve your goals.
Reach out to us today to learn more about the benefits of working with a CFP®.

about the author: BDG Developer

Continue Reading

Other articles filed under Austin CFP Team Posts

What Does Tech Have To Do With Your Financial Peace Of Mind?

February 22, 2018 - [embed]https://www.youtube.com/watch?v=f6BWDxM2edc[/embed] WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
Continue Reading

What Does Tax Reform Mean for You?

February 13, 2018 - As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax...
Continue Reading

Stock Market Plunge: What’s Going On?

February 6, 2018 - By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a...
Continue Reading

The Morgan Report 2017 Q4 Review: Wisdom Of The Elders

January 17, 2018 - The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better.  With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients...
Continue Reading

Build a Holistic Perspective toward Success

January 1, 2018 - [embed]https://www.youtube.com/watch?v=B47JLU91HTU[/embed] Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity,...
Continue Reading

Return to Blog Home