Broker Check

The CFP® Certification Advantage

The Benefits of Working with a CERTIFIED FINANCIAL PLANNER™ Professional

Not all financial planners are certified. A CERTIFIED FINANCIAL PLANNER™ certification means the financial advisor has fulfilled rigorous education and experience requirements set by the CFP Board. The process to obtain the certification includes demonstrating key standards that are known as the “four E’s:” education, examination, experience, and ethical requirements.

To receive the CFP® designation, one must have a minimum of three years experience in the financial planning process and must develop their financial planning education by completing a comprehensive course of study. Following, they must pass a two-day, 10-hour examination. And finally, practitioners must abide by a strict code of professional conduct and ethical responsibilities. Once certified, they must complete continuing education every two years to stay current with financial planning developments and best practices.

A CFP® always puts the client’s interests first and upholds a high level of ethics, objectivity, and professionalism. Through a Code of Ethics, Certified Financial Planners™ agree to offer fair and diligent financial planning advice and services. Always putting the client first, they are required to offer objective advice and services that are based on the client’s individual needs. They are also required to inform clients how they are compensated.

As a CFP® professional, Shaun Roberts serves his clients in a fiduciary capacity. This means he puts his clients’ needs and goals first and only offers them services and solutions that are appropriate to their financial situation, needs, and objectives. At SRA Wealth Advisors, we believe it’s important for clients to trust their financial advisor and working with a CERTIFIED FINANCIAL PLANNER™ professional may provide an added sense of security.

Learn more about the CFP® certification by visiting the CFP Board website.