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The CFP® or Certified Financial Planner designation is a professional certification mark for financial planners that have met the Certified Financial Planner Board of Standards.  In order to be awarded authorization to use this designation, candidates must meet specific education, examination, experience and ethics requirements. Candidates must complete and pass a 10 hour examination.  Candidates must also demonstrate their proficiency and experience in the financial planning field. Those holding the CFP® designation are required to receive on-going education to stay current in the field of Financial Planning.


The CHFC or Chartered Financial Consultant designation is the most extensive educational program required for financial service credentials. It has a similar core curriculum to that of the CFP® with additional education requirements.  Candidates must also receive on-going education and adhere to strict ethical standards to ensure you receive the professional financial advice you need.  The CHFC is conferred by the American College of Bryn Mawr in Pennsylvania.