This month, Kirsten officially became a CFP® certificant after first passing the CFP® exam in July of 2016 and then completing her two-year experience requirement in January of 2017. She is now permitted to use the CFP® marks at the end of her name.

The process of becoming a CERTIFIED FINANCIAL PLANNER™ begins with an education requirement of six financial planning courses that are required in order to be eligible to take the exam.  After completing the courses, you have the option to take an intensive review course that helps prepare you to take the exam, which for some means additional months of studying and preparation. The exam itself is six-hours.  You then must complete an experience requirement of either 6,000 hours of work related to financial planning or 4,000 hours under an apprenticeship, which is what Kirsten completed. Once certified, there is also a 15-hour annual continuing education requirement you must meet to keep the CFP® designation.

We encourage our financial planners to pursue the CFP® designation and applaud them for meeting those rigorous professional standards and adhering to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence while working with clients. Please congratulate Kirsten the next time you speak to her.