This is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards. To receive this credential, the candidate must first have three years of financial planning experience and a bachelor's degree, or five years of financial planning experience. The candidate can also bypass the education requirement by holding one of the following designations: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, or be an attorney (final exam must still be taken). After completing a final certification exam, the advisor must follow up with thirty hours of continued education every 2 years.
Certified Financial Planner Board of Standards (CFP-Board)
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We are an independent advisory team providing comprehensive fee-based wealth management services in Kansas City with a focus on portfolio management, retirement planning, and tax minimization strategy.......
We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for over 15 years serving the Kansas City Area and surrounding communities. We work primarily with sma.......
As a financial advisor with over thirty years of experience, Bud's name and financial commentaries have appeared in CNNfn, BusinessWeek, USA Today, Financial Planning Magazine, Investment News, Ingram.......
At Wise Wealth, we believe that financial peace results from having a financial plan. Our goal is to educate and equip our clients with wisdom so that they can form healthy financial habits and make w.......