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Financial Planning


min read

February 22, 2021

Why use a Certified Financial Planner ™?

Life comes at you fast.

Time disappears even faster.

And as they say...time is money.

The sooner you get on a financial plan and develop a consistent savings and investment strategy, the more financial growth you will have.

With the help of a Financial Planner, you can get a map out your financial plans and get head start on managing your current and future finances. Life can be unpredictable and it is extremely helpful to have an objective third party to assist you in making these often difficult and emotional decisions.

So, why specifically use a Certified Financial Planner™?

When you have someone managing your finances, they need to not only be someone who you can trust but someone who is trustworthy and qualified. Not every Financial Planner has the CFP designation, which is one of the most prestigious personal finance designations. 

There are four requirements for becoming a CFP and fall into the following categories: education, a certifying exam, experience, and ethics. 

A bachelor’s degree from an accredited university is required along with the required CFP curriculum. There is a comprehensive exam on a variety of financial topics and real life applications. A minimum of 4,000 hours of experience in either a qualified role or under a CFP professional’s supervision. However, the most significant is the ethics component which sets a level of ethical behavior to be followed as set by the CFP Board. As a whole, the CFP designation illustrates the Planner is both qualified in their field and working to genuinely benefit you.

With a Certified Financial Planner™ you can continue towards the future with confidence, knowing you have an ethical and knowledgeable person to help you through life’s financial ups and downs.

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