Financial Symmetry's Newest Team Members Are Training to Become CERTIFIED FINANCIAL PLANNERSâ„¢

Cameron Hendricks, Grace Kvantas, and Mike Eklund are looking to become CERTIFIED FINANCIAL PLANNERS™ (CFP®). Both Cameron and Grace have completed the first of 7 courses towards the required education. Mike has completed all 7 courses

Raleigh, NC (prHWY.com) December 28, 2012 - Cameron Hendricks, Grace Kvantas, and Mike Eklund are looking to become CERTIFIED FINANCIAL PLANNERS™ (CFP®). Both Cameron and Grace have completed the first of 7 courses towards the required education. Mike has completed all 7 courses and is currently fulfilling the 3-year experience requirement.

To become a CFP®, they must complete the four E's:

Education - a bachelor's degree or its equivalent is required to obtain an initial CFP® certification. Must complete the CFP® Board Registered Programs or have an academic degree or credentials approved by the board.

Examination - once they have completed all courses required by the board they will take a 10 hour multiple choice exam that tests their knowledge of financial planning and how well they can apply it to real-life financial situations.

Experience - must have 3 years of qualifying experience or 2 years of Apprenticeship experience that meets additional requirements.

Ethics - must pass the fitness standards for candidates and registrants and undergo a background check in order to ensure there has been no unacceptable conduct in previous years that would affect their career as a CFP®.

After completing all four steps, Cameron, Grace, and Mike will have their CERTIFIED FINANCIAL PLANNERSâ„¢ certifications and will be entitled to provide clients with personalized and professional services regarding their financial and personal goals.

About Financial Symmetry
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. "Fee-only" means that they neither sell products nor receive commissions, being paid solely by their clients. This allows them to offer their clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com for more information.

Contact:
Heather Gudac
Financial Symmetry
Raleigh NC 27607
919-851-8200 x205
hgudac@financialsymmetry.com
http://www.financialsymmetry.com

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Tag Words: investment management, financial symmetry, financial planning, cfp, fsi

Categories: Business

Press Release Contact
Heather Gudac
Financial Symmetry
Raleigh NC 27607
919-851-8200 x205
hgudac@financialsymmetry.com
http://www.financialsymmetry.com

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