All Highbridge advisors have the CERTIFIED FINANCIAL PLANNER™ certification.
What does this certification mean to you?
When selecting a financial planner, you must feel confident that the person you choose to help you plan for your future is competent and ethical. Only those financial planners who have fulfilled the certification and renewal requirements of the CFP Board can use the CERTIFIED FINANCIAL PLANNER™ certification.
CFP® Certification Requirements
Education – CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university that offers a financial planning curriculum approved by the CFP Board.
Examination – CFP® practitioners must pass a comprehensive, 6-hour CFP® certification examination, which encompasses the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance.
Experience – CFP® professionals must have a minimum of two years of experience in the financial planning process. As a result, CFP® practitioners possess financial counseling skills, as well as financial planning knowledge.
Ethics – As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as the CFP Board's Code of Ethics and Professional Responsibility, which sets forth ethical responsibilities to the public, clients, and employers.
Continuing Education – The CFP Board requires a minimum of 30 hours of continuing education credits every two years after becoming certified. At least two of these credits must be ethics credits.
CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board fo Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.