What a Certified Financial Planner™ Professional Can Do for You
No matter where you are in life, a CFP® professional will deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short and long-term financial goals. A CFP® professional also:
Understands the Changing Financial Climate
Helps You Navigate All Aspects of Your Finances
Develops a Comprehensive Financial Road Map
Has Extensive Training
Is Held to the Highest Ethical Standards
Makes Recommendations in Your Best Interest
FPA Standard of Care
You should experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning. It is essential that you obtain a commitment of professional care, quality and excellence in the services you receive.
FPA requires its members to deliver financial planning services in accordance with the FPA Standard of Care that pledges to:
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Put the client's best interests first.
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Act with due care and in utmost good faith.
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Not mislead clients.
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Provide full and fair disclosure of all material facts.
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Disclose and fairly manage all material conflicts of interest.
Choosing a CFP professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. FPA recommends you interview at least three CFP professionals to find one that best serves your needs. Learn more about questions to ask to help you better understand a financial planner’s background, knowledge, experience, and competency. When you’re ready, be sure to visit PlannerSearch® to begin your search for a financial planner.
