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 independent financial advisors with LPL Financial – the largest independent
broker/dealer in the United States for 13 consecutive years*. Sickle Hunter Financial
Advisors has no “hidden agenda” or drive to sell any particular financial product. Our
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Summit Advisors, LLC is a full service tax and wealth management firm, located in Seminole, Florida. Our principal, Gerald "Jerry" Shaw, has more than 25 years of industry experience and, we are proud.......
Chad Schafer has earned the right to call himself a CFP® professional by voluntarily agreeing to meet rigorous education, examination, and experience standards. He participates in ongoing professional.......