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.
About Financial Symmetry
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. “Fee-