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CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. That means a CFP® professional analyzes how your investments, insurance, taxes and estate plan work together as a single unit, not just individual parts. As part of the CFP® certification, CFP® professionals have made a commitment to CFP ® Board to act as a fiduciary when providing financial advice to a client, which means they have agreed to put your interests before their own.