Why should I work with a CFP® professional?
Not all financial advisers are held to the same standard.
When you work with a CERTIFIED FINANCIAL PLANNER® professional, you’re choosing an adviser who has met rigorous education, examination, experience, and ethics requirements established by CFP Board - combining technical expertise, real-world experience, and a commitment to putting your interests first.
What sets CFP® professionals apart:
Comprehensive Training
They are trained to look at your entire financial picture - not just one piece of it. This includes investments, tax strategies, retirement planning, estate considerations, and risk management.
Proven Competency
They must pass a rigorous 6-hour exam designed to test their ability to apply financial concepts to real-life situations - designed to help guide complex decisions with clarity.
Real-World Experience
They must complete 6,000 hours of hands-on experience working directly with clients (or qualifying apprenticeship experience), building the practical knowledge needed to navigate real-world financial decisions.
Fiduciary Commitment
They are required to act in your best interest and are held to a strict code of ethics and professional standards.
Ongoing Accountability
They must complete continuing education, including ethics training, and maintain their certification to ensure their advice remains current.
At Fidara Financial, this standard is foundational to how we serve our clients.
Source: CFP® website.
CFP® certification is granted by CFP Board. CFP professionals must meet education, examination, experience, and ethics requirements and complete continuing education to maintain certification.