Is your Financial Advisor CFP® qualified? Look for the CFP® mark

The CERTIFIED FINANCIAL PLANNER®/CFP® certification is the premier financial planning accreditation in the world and is recognised in 26 different countries. Currently in South Africa, less than 5% of financial advisors are accredited CFP® professionals.  Not only is the qualification a rigorous process, but CPP® professionals are bound by the FPI Code of Ethics and Practice Standards and are part of a worldwide professional financial planning network.

We are pleased to see that the Financial Service Board intends to recognise the term “financial planner”. They have proposed that a financial advisor may only use the term “financial planner” once they have met the standards set by a professional body such as the Financial Planning Institute (FPI). This body is the custodian of the CERTIFIED FINANCIAL PLANNER®/CFP® qualification in South Africa.

When it comes to health – we make sure that we get the best doctor, surgeon or specialist available.  Dealing with your financial affairs should be no different.  We encourage you to choose competent financial professionals that put your needs first, with utmost integrity.  Make sure to look for the CFP® mark!

At Foundation Family Wealth, we aim to provide excellent advice. One of the ways in which we achieve this, is to ensure that all our financial advisors are CFP® professionals, qualified to provide excellent financial planning with integrity.

 

 

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