What’s the CFP® designation and why is it important?
Understanding how your financial team works is a crucial step in your financial planning process. Here at Eagle Wealth, we structure our firm on the essential ethical requirements of CERTIFIED FINANCIAL PLANNERTM professionals (CFP®). Put simply, we’re committed to putting you first no matter what.
So, what does it take to become a CFP® practitioner?
CERTIFIED FINANCIAL PLANNERTM professionals complete extensive training and are held to the highest ethical standards. They’re known for comprehensive financial planning and are required to act in their client’s best interest. To earn the designation, one must complete the following:
- Examination - pass a rigorous test administered by the Certified Financial Planner Board of Standards.
- Ethics – commit to act as a fiduciary at all times, and uphold the principles of integrity, objectivity, competence, fairness and confidentiality.
- Experience – obtain at least two years of hands-on experience in the financial planning process.
- Education – earn a bachelor’s degree, complete a comprehensive course which covers a personal financial planning curriculum approved by the CFP® board, and complete ongoing continuing education based on professional competency and ethics.
Why is the CFP® certification important?
In times of market volatility, you deserve a team you can trust. It’s important to be able to pick up the phone or send an email to your team who can explain market fluctuations, guide you through major financial choices, or just offer some reassurance after a particularly volatile trading day. No matter what’s happening in the world, we’re here for you and your interests will always come first.
Sincerely,
Your Eagle Wealth Team
P.S. If you want to learn more, check out letsmakeaplan.org for helpful information
Mat Hunnicutt Earns his CFP® Certification
We’re proud to announce that Eagle Wealth partner, Mat Hunnicutt, CFP®, earned his CERTIFIED FINANCIAL PLANNERTM designation, the standard of excellence in our industry. Mat passed the rigorous test in April after devoting countless days and nights studying over the last couple years.
Despite two action packed years including a global pandemic, getting married, training and competing in several Ironman triathlons, and managing a full workload at the office, Mat pushed forward and passed his exams.
CFP® professionals are trained in 72 areas of financial expertise and must accrue thousands of hours of experience, along with meeting ethics and education requirements prior to earning their certification. Please join us in congratulating Mat!
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[i] https://www.letsmakeaplan.org/how-to-choose-a-planner/why-choose-a-cfp-professional
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1. The Wall Street Journal, June 10, 2022 2. The Wall Street Journal, June 10, 2022 3. The Wall Street Journal, June 10, 2022 4. CNBC, June 10, 2022 5. CNBC, June 10, 2022 |
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