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Why Should You Insist on a CFP® Professional?

Education

CFP® professionals spend years acquiring the background knowledge necessary to pass the CFP® exam. The exam tests their ability to apply financial planning knowledge to real-life situations. More than just investments, a CFP® professional must also demonstrate competency in risk management, insurance, retirement, income, estate, and tax planning, essential components for putting together a comprehensive financial plan.

Additionally, CFP® professionals are required to complete thirty hours of continuing education every two years, including two hours on ethics.

CFP Board Education Requirements

Experience

In addition to the educational requirement and ability to pass the CFP® exam, CFP® professionals must complete 6,000 hours of professional planning experience or 4,000 hours of apprenticeship experience before earning their designation. While anyone can use the "financial advisor" designation upon hire, when you see the CFP® designation, you know that your advisor has real world experience.

CFP Board Experience Requirements

Ethical Commitment

CFP® professionals are required to hold themselves to high ethical and conduct standards. CFP® professionals are required to act as fiduciaries at all times when providing financial advice. They also undergo detailed background checks, ongoing disclosure reporting, and biannual ethics training.

CFP Board's Code of Ethics and Standards of Conduct
Eric N. Jones, CFP<sup>&#174;</sup>

Eric earned his CFP® certification in 2018 as a way of furthering his knowledge and skills in comprehensive financial planning and to demonstrate his commitment to maintaining high ethical standards in everything he does for clients. He believes strongly in Baird's client-first culture, believing that it's not just important that we succeed, but how we succeed that matters.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®,  CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.