Everything you should know about Certified Financial Planners™(CFPs®)
As Certified Financial Planner™ (CFP®) professionals, we very much believe in the importance of this certification for financial advisors. It takes a lot of work to become a CFP® and plenty more ongoing work in the form of required continuing education credits to maintain the certification.
The rigorous CFP® certification process, which includes educational, experiential, and ethical requirements that prepare advisors for complex real-world financial planning situations, has helped the designation gain renown as the Standard of Excellence for financial planners.
Here are some frequently asked questions about Certified Financial Planner™ (CFP®) professionals.
If you have any other questions or concerns about working with a CFP®, please contact us.
Looking for a Certified Financial Planner™ to help manage your finances?
We are fee-only CFP®s with offices in Holliston, MA, and North Eastham, MA. We serve the Boston metro area from our Holliston office, which is just a 45-minute drive from downtown Boston. We can also serve clients throughout the United States via online meetings.
Contact us to set up a meeting and see if we’re a good fit.
