The CFPTM designation is the only globally recognised mark of excellence in Financial Planning.
In order to become a CFP professional, James Lee CFPTM has completed a rigorous assessment process to gain this advanced level qualification from the Institute of Financial Planning. CFP professionals are required to renew their credentials each year to show that they adhere to CISI’s strict code of ethics and that their technical knowledge and skills are kept right up to date. By working with a CFP professional, you can be confident that the service you receive will always put your interests first and will ultimately help you to achieve a more secure future.
CFPTM, CERTIFIED FINANCIAL PLANNERTM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.