Contributed by: Center for Financial Planning, Inc.
Two of the youngest members of our Financial Planning Department team have spent the last several months with their noses in their books – studying for the Certified Board of Standards CFP® Certification exam. The Center is proud to announce that both Melissa Parkins and James Smiertka recently received their official “PASS” notification from the CFP® Board and are on their way to becoming future CERTIFIED FINANCIAL PLANNER™ certificants. While Melissa has already satisfied her work experience requirements and will be able to use her CFP® designation right away, Jim will be working hard as part of the financial planning department team to build his experience to earn the right to use his marks.
According to the CFP® Board, the designation is for individuals who meet rigorous professional standards and agree to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. We have no doubt that both of our team members will live up to those standards and much, much more!