CFP Board Certification

On December 7, 2017, culminating two years of arduous work, I became certified by the CFP Board of Standards. The credential comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s strictly enforced Standards of Professional Conduct.

The CFP® process involves five courses, each with two significant exams, a robust Plan Presentation Course, and then the comprehensive CFP Board final exam. All told, I estimate the program took between 1,200 and 1,500 hours to complete.

In addition to the CFP® academic curriculum, the CFP Board also requires planners to adhere to a Code of Ethics which explicitly require the CFP® professional organize their practice around the following principles: Integrity, Objective Advice, Competence, Fair Treatment, Privacy, Professionalism, and Diligence.

It’s never been more important for clients and financial advisors to take a comprehensive approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that he or she is a credentialed expert who does just that, and performs to high ethical and professional standards.

According to a 2015 survey by Cerulli Associates, Inc., only 21 percent of all financial advisors have earned the CFP® marks. We are committed to working with our clients and only providing advice and solutions that are in the client’s best interest. We hope the pursuit of a second CERTIFIED FINANCIAL PLANNER™ credential in our office is a clear demonstration of that commitment.

As we wrap up 2017 and begin our journey into 2018, now may be the time to review, or perhaps even develop, your plan to navigate through unusual times, and gain what money can’t buy: peace of mind.

Chad Campbell

A little more about Capital Financial Planners...

Established in 1984, Capital Financial Planners, LLC is an independent, fee-based investment management and financial planning firm located in Salem, Oregon. We provide wealth management and advisory services to clients in the Pacific Northwest and beyond. Our services include retirement planning, investment management, advisory services for trustees, hourly financial planning and more. We take a holistic and collaborative approach, working not only as our clients’ financial advisors, but as their financial partners.

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