2201 Spinks Rd
The rigor, discipline, and commitment required to obtain a CFA Charterholder designation is unmatched in the financial industry. For more information please click below.
Obtaining a CFP designation involves completing master's level courses and passing a rigorous test that applies financial planning principles in real life scenarios. It involves comprehensive financial planning, not just one aspect like insurance or investments. For more information, please click below.
There are additional designations that professionals may obtain to market their services, but please be diligent in researching them. Many of the other designations do not require the 1000's of hours of experience and study that the CFA program and CFP program require.
To make an appointment, please click below.