Blankinship & Foster, LLC

CFP

Also known as a CFP^® certificant, the CERTIFIED FINANCIAL PLANNER^TM, must meet the following qualifications in order to be certified to use the CFP^® marks, as specified by the Certified Financial Planner Board of Standards, Inc. (CFP Board):

Examination - An individual must successfully complete the CFP Board's comprehensive certification examination, which tests the individual's knowledge on a multitude of key financial planning topics.
Experience - Depending on the level of degree work completed in a collegiate setting, an individual must acquire three to five years of financial planning-related experience prior to receiving the right to use the CFP® marks.
Ethics - An individual must voluntarily ascribe to the CFP Board's Code of Ethics and additional requirements as mandated. This voluntary decision empowers the CFP Board to take action if a CFP® certificant should violate the code of ethics. Such violations could lead to disciplinary action, including the permanent revocation of the right to use the CFP® marks.
Education - A CFP® certificant must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits and insurance.

For more information about the CFP designation, log on to www.cfp.net