CFP® - Certified Financial Planner

The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).

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ChFC®- Chartered Financial Consultant®

ChFC® MINIMUM QUALIFICATIONS:

Bachelor’s degree or its equivalent, in any discipline, from an accredited university, this qualifies as one year of business experience
Three years of full-time business experience is required; this three-year period must be within the five years preceding the date of the award (part-time qualifying business experience is also credited toward the three-year requirement with 2,000 hours representing the equivalent of one year full-time experience).

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RIA

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Privacy Policy

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