Short 15 second video from the CFP Board that highlights the importance of hiring a Certified Professional to manage your finances.
Learn about how a CFP® professional’s commitment to CFP Board, as part of their CFP® certification, to uphold a Code of Ethics and Standards of Conduct can benefit you and your plans for a confident and secure financial future.
Additionally, the CFP Board requires certified professionals to act in a fiduciary standard and to preserve confidentiality of its customers information and data.