The CFP® Advantage

Certified by the CFP Board

When you work with 3 Financial, you’ll always work directly with a CERTIFIED FINANCIAL PLANNER™ professional.

Why is that important?

Many people think that every financial professional is alike.  Unfortunately, that’s not the case.  There are surprisingly few requirements to call yourself a financial planner or financial advisor.  It’s not like going to see a doctor or a lawyer, where those who practice were required to follow a specific educational path and demonstrate skills in difficult tests.

Fortunately, there is one way to identify those who have fulfilled educational and certification requirements to help with financial planning.  That’s by looking for those who have earned the use of the CERTIFIED FINANCIAL PLANNING™ professional mark.

Individuals certified by the CFP Board have undergone the rigorous CFP® certification process, which includes:

  • 18-to-24 months of study of personal financial planning coursework, including planning, investing, estate planning, taxes, college planning, retirement income planning, and other important topics.
  • Passing of a six-hour final exam.
  • Three years of approved experience as a financial planner or a two-year apprenticeship with another CFP®
  • Adherence to a code of ethics

Working only with those who have earned this designation can help ensure that you get the best advice possible for achieving your goals.

Complimentary eBook: Financial Planning in an Uncertain World

5 Steps to a More Confident Future

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