CFP®
Certified Financial Planner
- Bachelor's degree required
- 12-18 months of rigorous coursework
- 6,000+ hours of professional experience
- Fiduciary standard of care
- Comprehensive 6-hour board exam
The PlanWell Difference
Expert Credentials That Matter
Less than 1% of financial planners hold all three of these designations. Our credentials ensure you receive the highest standard of federal retirement expertise.
AIF®
Accredited Investment Fiduciary
- Expertise in fiduciary duty principles
- Rigorous conduct standards
- Investor asset management responsibility
- Ongoing education requirements
- Legally bound to act in your interest
ChFEBC℠
Chartered Federal Employee Benefits Consultant
- Continuous specialized training
- FERS & CSRS pension expertise
- TSP, FEGLI, FEHB mastery
- Medicare & Social Security coordination
- Survivor benefit optimization
Why It Matters
The Fiduciary Difference
A fiduciary is legally obligated to put your interests first—always. Unlike commission-based advisors who may recommend products that benefit them, we provide objective guidance aligned solely with your goals.
Combined with our deep federal benefits expertise, this means you get advice that's both trustworthy and specialized for your unique situation as a federal employee.
The bottom line: When you work with PlanWell, you're working with advisors who have invested thousands of hours mastering both comprehensive financial planning and the complex rules governing federal retirement.
<1%
Of Advisors Hold All 3 Designations
95%
Of Our Clients Are Active or Retired Federal Employees
Fiduciary
Commitment
Work With Credentialed Experts
Experience the difference that specialized credentials make in your federal retirement planning.