On this week’s episode of the Wiser Roundtable podcast, the team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one.

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The team begins the podcast by discussing what a CERTIFIED FINANCIAL PLANNER™ is, and why it is important to find a financial advisor who holds the CFP® certification. CFP® professionals commit to ethical standards set by the CFP Board that require the CFP® certificant put their clients interests first. After completing a tremendous amount of academic rigor to become certified, a CFP® professional also has to fulfill financial planning related continuing education credits each year. The CFP Board is recognized for having “the standard of excellence” and requiring CFP® professionals to commit to serving their clients best interests today, to prepare them for a more secure tomorrow.

4 steps to becoming a CERTIFIED FINANCIAL PLANNER®:

  1. Complete coursework requirements and hold a bachelor’s degree
  2. Pass the two part CFP® exam
  3. Meet the experience requirement (accrue 1000s of hours of industry experience prior to certification)
  4. Submit to a background check and agree to specific ethics and standards set by the CFP Board

Ways a CFP® can help people:

  • Financial Planning
  • Investment Consulting
  • Portfolio Management
  • Investment Broker

Trust is very important when finding a Financial Planner. It is also important to do your research. The National Association of Personal Financial Advisors (NAPFA) is an excellent resource when searching for a CFP® professional.


0:00 Introduction

1:28 What is a Certified Financial Planner™?

6:15 How to become a Certified Financial Planner™

18:25 Ways a CFP® professional can help people

20:56 Finding a CFP® professional


Learn more about Casey Smith and connect with him on Twitter.

Learn more about Brad Lyons.

Learn more about Matthews Barnett.


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Learn more about the Wiser Wealth Management Roundtable podcast and access previous episodes.


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