Our team is committed to showing that we care about the success and comfort of our clients. We ensure our clients and professional experts receive:
- The best Wealth Management advice and resources possible
- The best quality investments possible
- The best ongoing service possible
- The best ongoing education possible
Why Choose a CFP Professional
This is perhaps the most widely recognized credential in the financial planning industry. The media has promoted this designation over most others for years, primarily because of its unbiased approach to teaching the financial planning process, and the rigorous certification requirements that are administered by the CFP Board. The academic requirement consists of five courses covering insurance, estate, retirement, education, tax and investment planning plus ethics, and the financial planning process. Once the academic requirement is complete, students must sit for the board exam. This is a 10-hour, 285-question test that spans 2 days and includes two comprehensive case studies. Once a passing grade has been achieved, prospective certificants must also complete at least three years of professional experience and complete a bachelor’s degree in order to obtain the CFP designation.