CFP Certified

Jon Bos is a Certified Financial Planner Practitioner
Why should this be important to you?

The CFP™ certification indicates a planner who meets rigorous education, exam, experience, and ethics requirements and participates in on-going professional education.


 Finding a Planner You Can Trust

Financial planning is a relatively new profession.
Loose government regulation of the term “financial planner”.

  • Some states group financial planners with investment advisors.
  • Investment advice is just part of financial planning.
  • Anyone can call him/herself a financial planner.
  • How do you find a planner you can trust?

Look for the CFP™ Marks

  • CFP™ Board was created in 1985
  • Nonprofit, professional regulatory organization
  • Mission to benefit the public by fostering professional standards in personal financial planning
  • Not a membership organization
  • You the public are the CFP™ Board’s owners

Four E’s:

  • 100 topic Education curriculum
  • 2-day, 10-hour Examination
  • Minimum of 3 years Experience
  • Adherence to a Code of Ethics
  • Adherence to Practice Standards
  • Renew certification every 2 years
  • Continuing education (30 hours every 2 years)
  • Disclosure of ethical/criminal findindgs

Checking Up on a Planner

  • Certified Financial Planner Board of Standards – (888) 237-6275 / www.cfp.net
  • North American Securities Administrators Association – (202) 737-0900 / www.nasaa.org
  • National Association of Insurance Commissioners – (816) 842-3600 / www.naic.org
  • National Association of Securities Dealers – (800) 289-9999 / www.nasdr.com
  • Securities and Exchange Commission – (202) 942-7040 / www.sec.gov

Top 10 reasons to use a Certified Financial Planner Practitioner


ORGANIZE
CFP™ Practitioners will help gather your financial information.


FORMALIZE
CFP™ Practitioners will help identify your financial goals.


PRIORITIZE
CFP™ Practitioners will help rank your financial opportunities.


CAPITALIZE
CFP™ Practitioners will help stretch your financial resources.


OPTIMIZE
CFP™ Practitioners will help evaluate your financial situation.


STABILIZE
CFP™ Practitioners will help establish your financial foundation.


CUSTOMIZE
CFP™ Practitioners will help tailor your financial strategies.


ACTUALIZE
CFP™ Practitioners will help achieve your financial aspirations.


AGGRANDIZE
CFP™ Practitioners will help expand your financial horizon.


FANTASIZE
CFP™ Practitioners will help you realize your financial dreams.