To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the US.
The Initial Meeting
The final components are the ethics and continuing education requirements. Students and certificants are required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards.
To understand what strategic financial management is about, we must first understand what is meant by the term “Strategic”. Which is something that’s done as part of a plan that’s meant to achieve a particular purpose. The is the shareholders wealth.
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Statistic & Analytic
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Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.
Step with care and great tact, and remember that Life's a Great Balance Act.
It's not what you look at that matters, it's what you see.
We are taking in-office appointments, as we are sanitizing our office in between each client and putting at least 30-mins between each appointment. We are still continuing to do virtual and phone appointments. Hours: Monday-Friday 8:00am-4:30pm