What’s the CFP® designation and why is it important?

Eagle Wealth Management |

Understanding how your financial team works is a crucial step in your financial planning process.  Here at Eagle Wealth, we structure our firm on the essential ethical requirements of CERTIFIED FINANCIAL PLANNERTM professionals (CFP®).  Put simply, we’re committed to putting you first no matter what. 

So, what does it take to become a CFP® practitioner?

CERTIFIED FINANCIAL PLANNERTM professionals complete extensive training and are held to the highest ethical standards.  They’re known for comprehensive financial planning and are required to act in their client’s best interest.  To earn the designation, one must complete the following: 

  • Examination - pass a rigorous test administered by the Certified Financial Planner Board of Standards.  
  • Ethics – commit to act as a fiduciary at all times, and uphold the principles of integrity, objectivity, competence, fairness and confidentiality.
  • Experience – obtain at least two years of hands-on experience in the financial planning process.
  • Education – earn a bachelor’s degree, complete a comprehensive course which covers a personal financial planning curriculum approved by the CFP® board, and complete ongoing continuing education based on professional competency and ethics. 

Why is the CFP® certification important?

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In times of market volatility, you deserve a team you can trust.  It’s important to be able to pick up the phone or send an email to your team who can explain market fluctuations, guide you through major financial choices, or just offer some reassurance after a particularly volatile trading day.  No matter what’s happening in the world, we’re here for you and your interests will always come first.


Your Eagle Wealth Team

P.S.  If you want to learn more, check out letsmakeaplan.org for helpful information



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Mat Hunnicutt Earns his CFP® Certification