The Certified Financial Planner (CFP) licence is a qualification granted by the Institute of Financial Planning. Any adviser can call him or herself a financial planner. But only those who have fulfilled the licence and renewal requirements of the Institute of Financial Planning can display the CFP licence mark.
Individuals certified by the CFP licence have voluntarily submitted to the CFP process that includes an education, examination, experience and ethical process.
Through the Code of Ethics, CFP practitioners agree to act fairly and diligently when providing you with financial planning advice and services. The Code of Ethics states that CFP practitioners are to act with integrity, offering you professional services that are objective and based on your needs. They are required to provide you with information about their sources of compensation and conflicts of interest in writing and CFP practitioners must keep confidential any personal details obtained while working with you.
Once certified, CFP practitioners are required to maintain technical competence and fulfil ethical obligations. Every year, they must complete a minimum 30 hours of continuing professional education. In addition to the continuing education requirement, all CFP practitioners voluntarily disclose any public, civil, criminal, or disciplinary actions that may have been taken against them during the previous year, as part of the renewal process.
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