Why you should choose a CERTIFIED FINANCIAL PLANNERᵀᴹ as your financial partner

Learn more about Jesse Carlucci, Ph.D, CFP®, Arrow’s Chief Investment Officer.

Working with a CFP® professional is an important part of reaching your investment and financial planning goals. CFP® professionals undergo a best-in-industry certification process that includes testing, ethics, education, and experience requirements. They complete testing in seven principle knowledge areas including investment, tax, estate, insurance, financial, retirement, and education planning. They must also complete thousands of hours of direct experience as financial planners with real clients. Most importantly, CFP® professionals are held to strict ethical and professional development requirements, and are required to act as fiduciary to their clients.