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Certified Financial Planner-CFP

The CFP -- Certified Financial Planner is an International designation

recognized around the world as the highest level of ethical, knowledgeable, and financial professionalism.

This designation is bestowed only those who have completed the education, written and passed C.F.P. Examination and have 2 years work experience within the financial services industry.

"People who get the CFP mark understand there are many moving parts to a person's finances and they learn about the importance of addressing all of them:

  • debt
  • cash flow
  • investing
  • insurance
  • retirement
  • taxes
  • college savings
  • estate planning

“People who lack this training often don't know what they don't know.” Liz Pulliam Weston

Remember anyone can call themselves a ‘Financial Planner’, but only a CFP can call themselves a CFP!

For more information about this--contact Terry
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