What are the CFA®, CFP®, and ChFC® certifications?

Most consumers consider all financial planners to be certified, but this isn’t the case. Anyone can call themselves a “financial planner,” but, to use the CFA®, CFP®, and ChFC® marks, we had to fulfill rigorous certification requirements and have to maintain high standards in competence, ethics, and professionalism through continuing education.

To learn more about the CFA® certification, click here. You can learn more about the CFP® certification at the CFP Board’s website and more about the ChFC® designation here.