Why Work With a CFP® Professional
Call Watt Wealth Management in Denton Today
What Is CFP®?
A Certified Financial Planner® (CFP®) is an individual who has fulfilled the certification and renewal requirements of the CFP Board. While many people may think that all financial planners are “certified,” this simply is not the case. When you work with Watt Wealth Management in Denton, you can rest assured that your team has taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process. This process includes demanding education, examination, experience, and ethical requirements. Choose Watt Wealth Management as your Certified Financial Planner® by calling our Denton office today.
Why Work With Watt Wealth Management?
Certified Financial Planners®
Your Interests and Goals Come First
Provide Helpful Information and Financial Advice
Work Hand-in-Hand With You
Offer a Sense of Security
CFP® Certification Requirements
Education
Examination
Experience
Ethics
Education
CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Other options for satisfying the education component include submitting a transcript review or previous financial planning-related coursework to CFP Board for review and credit, or showing the attainment of certain professional designations or academic degrees.
Examination
CFP® practitioners must pass a comprehensive two-day, six-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Experience
CFP® professionals must have three years’ minimum experience in the financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® practitioners possess financial counseling skills in addition to financial planning knowledge.
Ethics
As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility, which sets forth their ethical responsibilities to the public, clients and employers. CFP Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.
Choose Watt Wealth Management as Your CFP® Team
Working with the team of Certified Financial Planners® at Watt Wealth Management means that you’ll get financial advice and services that put your interests first. Our CFPs act with integrity while providing you with information about our sources of compensation and any conflicts of interest in writing. At Watt Wealth Management, we maintain our technical competence and continue to fulfill ethical obligations in order to continuously meet CFP® requirements.
For financial planning that you can trust, choose Watt Wealth Management today. Call our office in Denton to set up a consultation.