Why the CFP® ?

THE STANDARD FOR FINANCIAL PLANNING

See why CFP® certification is recognized as the standard of excellence for the financial planning profession.

 

 

CFP - The Standard of Excellence

 

VALUED BY FINANCIAL FIRMS & CONSUMERS

Major financial institutions and firms trust CFP® professionals to serve their clients. More than 10,000 firms across the U.S. are employers of CFP® professionals. They know that CFP® certification inspires confidence and satisfaction with consumers. In fact, 84% of consumers who work with a CFP® professional say they are extremely or very satisfied — and 71% are more confident about their finances.

 

 

 

 

 

 

 

 

 

 

Managing Wealth Advisor: Mike Heckman, CFP® professional since 2014