A CFP® professional is an individual who has a demonstrated level of financial planning technical knowledge, has a 4-year degree as well as experience in the field, and holds to a client-centered code of ethics.​

The industry continues to become more competitive and investing in your personal career will yield benefits. The industry standard for Wealth Management & Financial Planning is the CFP® Certification.

The CFP® certification continues to gain ground as a standard in the financial services industry for not only those already in the financial services business, but also for career changers as well.

Be sure to watch our informational video on the left to learn more!