FONT

MORE STORIES


Brought to you by Matt Stutes, CFP - Cornerstone Wealth Management - FINANCIAL PLANNING INSIDER -

CORNERSTONE WEALTH MANAGEMENT - Matt Stutes, CFPYou may not have the expertise, the time, or the desire to actively plan and manage certain financial aspects of your life. You may need help getting started. You may benefit from an objective, third party perspective on what are often emotional, difficult decisions. In today's hectic world, it can be beneficial to have a CFP® expert to make sure you stay focused and follow through with your financial plan.

CFP® professionals are dedicated to using the financial planning process. To earn the prestigious CFP® certification and remain certified as a CFP® professional, individuals must meet the following requirements.

  • Education: They must complete a comprehensive course of study. Which covers a personal financial planning curriculum approved by the CFP® Board. In addition, they must have earned a bachelor's degree from an accredited college or University.
  • Examination: CFP® professionals must successfully complete CFP® Board's comprehensive examination, which tests and individuals ability to integrate and apply their financial planning knowledge.
  • Experience: They must acquire three years of financial planning related experience, or a limited two year structure option, before achieving the right to use the CFP® marks.
  • Ethics: They must voluntarily ascribe to the CFP® Board's Code of Ethics and additional requirements as mandated. This includes providing financial planning services as a fiduciary, or acting in the client's best interest.
  • A CFP® professional can help you set realistic financial goals. Assess your current financial health and develop a comprehensive plan to meet those financial goals.

    *This article was derived from the Financial Planning Association website*

    Cornerstone Wealth Management

    486 NW 2nd Ave.

    Canby, OR 97013

    503-266-7431

    thecwmgroup.com

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    Go to top
    Template by JoomlaShine