These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have earned a bachelor’s degree, successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Beyond his CFP® certification, Mr. Lakeman has credentials including the Series 7 General Securities Representative license, Series 66 Uniform Combined State Law license, a bachelors degree in Finance from Grand Valley State University, and over 11 years in helping clients with their investments & financial planning.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
For more information please go to: www.AsaLakeman.com