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Why You Should Choose A Certified Financial Planner Professional
Most people assume that all financial planners are “certified,” but this is not true. Almost anyone can give themselves the title “financial planner,” but only the ones who have fulfilled the CFP® Board’s rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to a strict ethical code to ensure that financial planning advice is in your ideal interest. A CFP® professional must have years of experience related to giving financial planning services to clients and pass the CFP® Certification Exam before they can call themselves a Certified Financial Planner™.
Financial planning is a multi-faceted process. It is imperative to have a financial strategy ready to combat any bumps in the road to retirement, and to adapt to change as you travel through the different stages of life.
When starting to consider the way to manage your financial future, you can feel confident that with Sage Wealth Design, you are working with a Certified Financial Planner™ professional. We are committed to providing the very highest standard of financial planning for you and your future.
CFP® professionals are held to a strict ethical code to ensure that financial planning advice is in your ideal interest. A CFP® professional must have years of experience related to giving financial planning services to clients and pass the CFP® Certification Exam before they can call themselves a Certified Financial Planner™.
Financial planning is a multi-faceted process. It is imperative to have a financial strategy ready to combat any bumps in the road to retirement, and to adapt to change as you travel through the different stages of life.
When starting to consider the way to manage your financial future, you can feel confident that with Sage Wealth Design, you are working with a Certified Financial Planner™ professional. We are committed to providing the very highest standard of financial planning for you and your future.
CFP® Certification
More than ever before, CFP® professionals are essential for those seeking financial advice and strategies. Finances are not a one-size-fits-all for most. Financial planning means more than just investing, but rather calls to attention budgeting, planning for retirement, saving for education, and managing taxes and insurance coverage.
Many professionals call themselves financial planners, but CFP® professionals are equipped with extensive training and experience requirements. They are held to a lofty and rigorous ethical standard. Because of their training and experience, they understand the complexities of the ever-changing financial climate and can supply comprehensive financial recommendations that will work for you.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Many professionals call themselves financial planners, but CFP® professionals are equipped with extensive training and experience requirements. They are held to a lofty and rigorous ethical standard. Because of their training and experience, they understand the complexities of the ever-changing financial climate and can supply comprehensive financial recommendations that will work for you.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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