Importance of Certified Financial Planner

CERTIFIED FINANCIAL PLANNER Certification (CFP) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

CERTIFIED FINANCIAL PLANNER is marks which help you identify Financial Planners who are committed to competent and ethical behaviour when providing Financial Planning services. CFP practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process. In addition to significant education and experience requirements, they must pass a comprehensive exam that tests their personal Financial Planning knowledge and skills, continually update their abilities and abide by FPSB India Code of Ethics and Professional Responsibility (Code of Ethics) and Financial Planning Practice Standards (Practice Standards).

CFP practitioners can work in several settings including small Financial Planning practices, large financial services firms, banks and other financial institutions. The Certified Financial Planner (CFP®) designation can be of critical importance for reasons that are largely hidden by the financial services industry.

When it comes to ethics and professional responsibility, Certified Financial Planner™ professionals are held to the highest of standards. CFP Board's Code of Ethics outlines CFP® professionals' obligations to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.