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.


Twitter, Instagram, Facebook, LinkedIn, and YouTube.

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

By Published On: June 9, 2021

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