CFP Board Questions

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The CFP Board is dedicated to advancing the financial planning profession by establishing rigorous education, training, and ethical standards for CERTIFIED FINANCIAL PLANNER professionals. Their mission is to ensure that every American has access to competent and ethical financial planning advice, thereby enhancing financial security for individuals and families.

Through initiatives such as scholarships, diversity summits, and pro bono volunteer efforts, the CFP Board fosters a more diverse and sustainable financial planning community. By partnering with experienced CFP professionals, clients can confidently navigate their financial futures with the assurance that their best interests are prioritized.

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