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Mike Eklund Completes the Education and Examination Requirements Towards Becoming a CFP®

Mike completed all 7 courses required for the education portion of the certification process, via Boston University’s online program, and passed the CFP® exam in March of 2011.

 
PRLog - Jan. 16, 2013 - RALEIGH, N.C. -- Raleigh, NC – Mike Eklund, CRPC®, is well on his way to becoming a CERTIFIED FINANCIAL PLANNERS™ (CFP®).

Mike completed all 7 courses required for the education portion of the certification process, via Boston University’s online program, and passed the CFP® exam in March of 2011. He is currently in the process of fulfilling the 3-year work experience required to receive certification.

After completing 3 years of full-time work experience Mike will fulfill the final component of the certification process. This stage of the process is to ensure that he is willing to adhere to the CFP® Board’s Standards of Professional Conduct. Once Mike has agreed to the terms and conditions put forth, he will receive the CFP® certificate that will enable him to provide individuals and businesses with services regarding their financial and personal goals.

However, even after becoming a CFP®, Mike will be required to renew his certificate every 2 years by enrolling in 30 hours of continuing education accepted by the CFP® Board.

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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.

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Contact Email:
***@financialsymmetry.com
Source:Financial Symmetry
Phone:919-851-8200 (208)
Zip:27607
Location:Raleigh - North Carolina - United States
Industry:Finance, Business
Tags:cfp certification, financial planning, investment management, wealth management, financial planners
Shortcut:prlog.org/12060619
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