Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?

"I believe it's imperative to be part of a national or federal body that educates professionals in the wealth management industry. I am a certified financial planner and enjoy the benefits of having the CFP letters behind my name. They signify trust and knowledge, which an investor should always look for. I will continue to educate myself past the CFP designation."

"I have registered for my first information session and plan to earn my CFP designation in the next three years, once my application is approved by the board. I look forward to offering additional knowledge to my clients, and this designation is an important first step."