CFP® exam—the gold standard in financial planning

In CERTIFIED FINANCIAL PLANNER™, Estate Planning, Financial Planning, Investment Planning, Retirement Planning, Tax Planning by adminLeave a Comment


After a few years of being carefully stowed away in my desk (disregard the coffee stains), I finally have my CERTIFIED FINANCIAL PLANNER™ diplomas looking presentable in the new office.

Countless time of studying and coursework after working hours went into this effort. Although not a requirement to have in our industry, the CFP® exam is largely considered the gold standard in financial planning. CFP® professionals must accrue thousands of hours of experience and are rigorously trained in 72 areas of financial expertise before sitting for the pass/fail exam.

The core knowledge topics include:

  • General Financial Planning principles
  • Investment planning
  • Tax planning
  • Estate planning
  • Risk Management / Insurance planning
  • Retirement Savings & Income planning
  • Education planning
  • Professional Conduct & Regulation

Lastly and most importantly, as a CFP® professional I’m held by the CFP® Board to act as a fiduciary when providing financial advice to a client.

If our team of four CFP® professionals can be of service or value in any capacity, please put us to work for you.

contact Rudy

schedule an appointment

270-782-9222 [phone]

270-782-5196 [fax]

866-226-2080 [toll free]

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