GUIDE TO CFP
®
CERTIFICATION
C
ERTIFIED
F
INANCIAL
P
LANNER
B
OARD OF
S
TANDARDS, INC.
MISSION STATEMENT
The mission of Certified Financial Planner Board of Standards Inc.(CFPBoard)is to help people benefit from competent, professional and ethical financial planning.
CFPBOARD CORE BELIEFS AND VALUES
1. Accountability to the public
We believe
that the primary reason for our existence is to promote the public welfare throughstandards in personal financial planning.
We value
client-centered relationships and the differentiation of personal financial planningprofessionals from other financial service providers and advisers.
2. Trust derived from standards
We believe
that CFPBoard’s individual certification standards advance the systematic body of knowledge for financial planning and serve as the basis for the public’s trust in the expertise andadvice of personal financial planning professionals.
We value
the demonstration of the initial and ongoing competency required for a professional toobtain and retain the CFPmarks.
3. Commitment to excellence
We believe
that the CFPmarks represent excellence in personal financial planning and aprofessional obligation to a higher standard of conduct on behalf of the public.
We value
the seven principles of integrity, objectivity, competence, fairness, confidentiality,professionalism and diligence that exemplify professional behavior
.
4. Respect for professionals
We believe
that the public benefits from the existence of a growing pool of competent financialplanning professionals who place the interests of the client first.
We value
the input and involvement from individuals, organizations and firms who arecommitted to serving the public by strengthening the culture of professional financial planning.
Copyright © 1988-2005, Certified Financial Planner Board of Standards Inc. All rights reserved.
Rev. 3/05
1GUIDE TO CFP
®
CERTIFICATION
Welcome to CFP
®
Certification: Financial Planning’s Highest Standard
Whether you are new to financial planning or have been in financial services for some time, CFP Boardwelcomes your interest in CFP
®
certification.More people than ever are entering the financial planning profession, and we recognize the commit-ment you are about to make, both in terms of becoming certified and in maintaining your certificationduring your financial planning career. The CFP
®
, C
ERTIFIED
F
INANCIAL
P
LANNER
™ and certification markswill provide you with the means to set yourself apart from others calling themselves financial planners.Since their creation 30 years ago, the CFP marks have come to represent your agreement to adhere tostandards of excellence and a way to demonstrate to the public, and your peers, your commitment to acareer in financial planning. Amid the clutter of financial credentials, the rigorous competency, ethicsand practice standards met by those certified by CFP Board have allowed the CFP certification marks tostand out from the crowd as financial planning’s highest standard.The CFP certification differs from an educational designation or state license in that it is based uponrequirements that have been determined by extensive job analyses of actual practitioners in the field,and, therefore, continues to evolve with the profession. Your decision to obtain CFP certification meansyou will join tens of thousands of CFP practitioners worldwide who are committed to the financial plan-ning process and who have agreed to put clients’ interests first. Not coincidentally, CFP Board researchhas shown that the clients of CFP practitioners tend to be more satisfied with their financial planningengagements and are more likely to recommend their planner to family or friends.We understand that CFP certification is a voluntary process, one that requires a serious level of commit-ment on your part. Your decision to pursue completion of the CFP certification requirements as outlinedin this booklet is a first, but significant, step. We welcome any additional questions you may have at800-487-1497 or initialcert@CFP-Board.org and look forward to seeing your application for the CFP
®
Certification Examination.
®
As you read through this booklet, look for this symbol for tips and resources available on
www.CFP.net/become
.
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