Financial Planning Only those who have fulfilled the CFP Board's rigorous requirements can call themselves a CFP® professional.CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.Here are the 5 main areas of focus for Financial Planning:Investment PlanningRetirement Savings & Income PlanningEstate PlanningRisk Management and Insurance PlanningTax Planning Have a Question Name Email Address Phone Question Thank you! Oops!