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What It Means to be a


As a CFP®, I have successfully completed the CFP Board’s certification requirements — including passing extensive exams covering topics such as financial planning, taxes, insurance and estate planning. Additionally, I must uphold the CFP Board's Code of Ethics principles: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence, as well as continuously remain up-to-date on the latest trends in the industry by completing continuing education courses.