The CFP Board enforces strict standards to ensure that CFP® professionals provide ethical and competent advice. These standards include:
Education: CFP® professionals must complete a comprehensive course of study in financial planning. Examination: They must pass a rigorous examination that assesses their ability to apply financial planning knowledge to real-life scenarios. Experience: They must have substantial experience in the financial planning field. Ethics: They must adhere to a strict code of ethics and professional responsibility, prioritizing the interests of their clients.
