Education is important and every day is a learning experience. As tax laws, investment dynamics and planning techniques change, we feel that it is vital to invest in the client relationship through continuing educational opportunities. Our firm takes a holistic approach to wealth management. We examine the planning, investment and tax aspects of all client relationships. Through our continuing education efforts, we remain updated on the latest techniques involving institutional consulting, wealth management, investment trends, and best practices in our industry. Education is vital, and experience is priceless.
What is a Certified Financial Planner, or CFP?
To earn a CFP designation, candidates must meet several requirements -- the first of which is the "educational requirement," which requires candidates to have a bachelor's degree or higher from an accredited U.S. college or university. As a first step to the present CFP certification criteria, students must master a list of nearly 100 topics on integrated financial planning. The topics cover major planning areas such as:
- General principles of finance and financial planning
- Insurance planning
- Employee Benefits planning
- Investment and Securities planning
- State and Federal Income Tax planning
- Estate Tax, Gift Tax, and Transfer Tax planning
- Asset Protection planning
- Retirement planning
- Estate planning
It is also necessary for every CFP certificant, once certified, to complete a re-certification every two years. Those seeking to maintain their certification must attain a minimum of 30 hours of continuing education in order to stay current with developments in the financial planning profession and to better serve their clients. Two of these hours must be spent studying the CFP Board's Code of Ethics and Professional Responsibility or Financial Planning Practice Standards.
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