Kahler Financial Group - Certified Financial Planner™ (CFP®)

CFP® and Certified Financial Planner™ are certificate marks owned by the Certified Financial Planner Board of Standards Inc. which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.

Rick Kahler, the founder of Kahler Financial Group, has been a Certified Financial Planner™ since 1983.

CFP® Certification Requirements include:

  • Education
  • Examination
  • Experience
  • Ethics

CFP® Practitioners follow these Financial Planning Practice Standards:

  • Establishing and defining the client-planner relationship
  • Gathering client data including goals
  • Analyzing and evaluating the client’s financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing the financial planning recommendations
  • Monitoring the financial planner recommendations

The two documents below provide useful information.