How Can COFP Help You?

COFP members have a diverse background and experiences in their education and profession, and may be associated with many areas of personal finance such as selling or distributing financial products, providing services such as financial planning or investment advisory or training or many being employees of reputable organizations in the vast financial services industry such as but not limited to Banking, Insurance, Stock Brokerage, Wealth Management, Distribution Organizations and many others. The common thread that binds all of them is CFPCM certification and a passion do the best in whichever field or area they have chosen for themselves.

While each member takes care of regulatory and all other compliance requirements pertaining to their employment, profession or business themselves and COFP is in no way is responsible for such matters, COFP provides the individual members a platform to interact with each other and with other stake-holders in the financial services industry, academia and research organizations, and exchange the ideas and keep learning from a shared knowledge.

If you are dealing with a CFPCM certificate holder who is also a member of COFP, you may take comfort from that fact that such a person belongs to an elite professional organization that puts continuous education and learning at the forefront. and has its own set of ethics to be followed by each and every member.