Working with the right investment advisor representative can be critical to accomplishing your overall financial goals. Finding a financial planner with training and competency is essential; so, too, is identifying someone with the demonstrated ability to apply that knowledge to real-life financial planning situations.

Administered by the CFP Board, the CFP® certification process helps the public discern financial planners who have met rigorous professional standards. No wonder the requirements to use the Certified Financial PlannerTM and CFP® designations require so much hard work.

Certification involves a two-part education requirement. First, advisors must complete college-level financial planning coursework approved by the CFP Board. Second, certified planners must also possess a bachelor’s degree or higher from an accredited college or university.

After meeting the education requirements, advisors are eligible to take the CFP® Certification Examination. The comprehensive six-hour exam assesses a financial planner’s ability to apply coursework to on-the-job situations.

Because CFP® credentials indicate an advisor’s ability to provide financial planning services, certification requires up to 6,000 hours of professional financial-planning-related experience. Advisors may acquire the necessary experience through various roles, activities, and professional settings.

Finally, CFP® professionals must agree to adhere to high ethical and professional standards—and to provide personal financial planning in each client’s best interest.

Finding the right financial planner can be difficult. CFP® credentials can be a good indication of a planner’s commitment to high professional standards and ethical behavior.

Savage associates who have pursued and earned CFP® certification are Dan Finkel, John Campbell, Russ Karban, and Curtis Frisch. You can learn more about each by clicking on his photo below.

Headshot Photo of Dan Finkel

Dan Finkel

Headshot Photo of John Campbell

John Campbell

Headshot Photo of Russ Karban

Russ Karban

Curtis Frisch

Curtis Frisch

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