Local Financial Planner - Brian K. Case - Passes CFP Certification Exam

Brian K. Case of Case Financial Services in Longmeadow, MA passed the CFP (Certified Financial Planner) Board Certification Exam administered in November 2002. Founded in 1985, the Certified Financial Planner Board of Standards (CFP Board) is a nonprofit professional certifying organization that owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER TM and the CFP Flame logo. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Purpose
CFP Board works to benefit the public by fostering professional standards in personal financial planning.

CFP Professionals
As of July 31, 2001 there were 37,781 individuals authorized to use the CFP certification marks by CFP Board.

CFP Certification Requirements
Education:Demonstrated academic coverage of more than 100 integrated financial planning topics (that cover the tasks and knowledge necessary to perform financial planning without supervision) through completion of a CFP Board-Registered Program or its equivalent.

Examination: Rigorous case study-based, two-day, 10-hour CFP® Certification Examination administered by CFP Board covering the financial planning process, insurance, risk management, investment management, tax planning, retirement planning, government plans, employee benefits and estate planning that tests the ability to apply knowledge to real-life planning situations.

Experience: Proof of three years of supervision, direct support, teaching or delivery of all or part of the personal financial planning process to a client and a bachelor's degree are the basic requirements for certification. Without an undergraduate degree, five years of experience is required.

Ethics: Disclosure of past and pending litigation or agency proceedings and adherence to CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards is required. CFP Board reviews all such disclosures and investigates the backgrounds of incoming candidates.

Renewal Requirements: Biennial disclosure to CFP Board of any criminal matters or investigations or legal proceedings related to professional or business conduct. CFP certificants must also complete 30 hours of continuing education every two years to maintain and update their knowledge of financial planning issues, two hours of which must be in CFP Board's Code of Ethics and/or Financial Planning Practice Standards.

Contact
Doug Nogami, Manager, Media Relations
1700 Broadway, Suite 2100
Denver, Colorado 80290-2101
Phone: 303-839-0667
Fax: 303-860-7388
Consumer Toll-Free Number
888-CFP-MARK