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Certified Financial Planner® Professional™

The importance of using a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL.™

The importance of using a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL.™

As a potential or current client, collaborating with a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL ™ provides you with the reassurance of attaining your financial goals. In addition to meeting a high standard of education and career experience requirements, CFP® professionals possess credibility at both an ethical and professional standpoint.

Prior to certification, CFP® practitioners must complete a CFP Board-approved financial planning curriculum—mastering almost 100 integrated financial planning topics (investments, insurance, retirement planning, risk management, etc.), while also committing to continued educational classes, including a code of ethics course.

Furthermore, CFP® professionals are required to pass a 10-hour CFP® Certification Exam that tests their financial planning knowledge on an integrated level, and accumulate at least three years of personal financial planning experience.

In the final step, CFP® practitioners concede to a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility. This clause lays the groundwork for an advisor’s commitment and ethical responsibility to the public, clients, and employers. In addition, the Code of Ethics prompts CFP® professionals to remain fair and diligent when providing financial planning advice and services, putting your interests first.

Source: Certified Financial Planner Board of Standards, Inc.

“CFP® Certification: The Standard of Excellence Copyright ©2017, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.”


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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.