Attorney Brett Howell is a Certified Financial Planner (CFP) and has met the standards for certification and renewal by the CFP board. As stated on the CFP website, “the CFP certification trademarks represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP professional is required to act in your best interest.” A CFP attorney is required to follow what are known as the “four E’s.”
Education: CFP professionals must develop their knowledge by completing a course in financial planning that is approved by the CFP board.
Examination: Applicants must pass the comprehensive CFP certification exam. This test measures their ability to apply good financial planning techniques into real life situations. The exam covers retirement and estate planning, tax planning and investment management and insurance.
Experience: In order to earn the CFP trademark, a financial planner must complete many years of financial planning services.
Ethics: CFP professionals are held to a very high standard of ethics and conduct. As stated on the CFP website, “they are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics.” These standards are enforced by the CFP board.
Given these high standards and strict enforcement of the standards, you can be sure that selecting a Certified Financial Planner is a good indication of the quality of service you will receive.