As Financial Advisors that hold the CFP® certification, we are committed to the CFP Board to uphold the high standards outlined in the Code of Ethics and Standards of Conduct. The CFP Board is committed to setting and enforcing ethical standards that benefit the public and distinguishes the CFP® certification from other credentials in the financial services profession. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require us to put our clients' interests first. That's why partnering with a CFP® professional team like The Washington Crossing Financial Group gives consumers confidence today and a more secure tomorrow.
• Investment planning • Tax planning • Retirement planning • Estate planning • Insurance planning• Financial management • Education planning
CFP® professionals must pass a comprehensive CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. The CFP® exam measures the candidate’s critical thinking and problem-solving ability, with less emphasis on factual recall or recognition. It assesses the candidate’s ability to apply financial planning knowledge in an integrated approach to real-life financial planning situations.
CFP® professionals must complete thousands of hours of professional experience related to the financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® practitioners possess practical experience, in addition to financial planning knowledge.
CFP® professionals must adhere to the CFP Board’s Fitness Standards and commit to CFP Board to abide by professional standards, known as CFP Board’s Code of Ethics and Standards of Conduct, that sets forth their duties to the public, clients, and employers.
The cornerstone of the Code of Ethics and Standards of Conduct is a CFP® professional’s obligation to CFP Board to act as a fiduciary, and therefore, act in the best interests of the client at all times when providing financial advice. You want a financial advisor who has made a commitment to you to act as a fiduciary.
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