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Why Devereaux Financial

 

Advisors can often look similar.  If you have an advisor is he/she a CFP?    Why work with a CFP?


Certified Financial Planner (CFP®), Certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to attain this designation.


However, since financial planning is not regulated in most Canadian provinces, anyone can call themselves a "financial planner"; but not everyone who refers to themselves as a planner is indeed qualified.


CFP certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set and enforced in Canada by FPSC.


These Standards include:

  • Completion of a thorough education in financial planning.
  • Successful completion of a rigorous standardized national examination
  • Financial planning-related work experience.
  • An ethical commitment to putting the client's interest first.
  • CFP professionals are also held to ongoing rigorous standards through FPSC's.
  • Continuing education requirements and enforcement processes.
    (Source: CFP)