Administered by the Certified Financial Planner Board of Standards, the CERTIFIED FINANCIAL PLANNER™ designation is one of the most acclaimed in the industry. Financial professionals who are candidates for earning the certification must have a prerequisite of three years of experience in investment planning. By the end of the program, participants obtain specialized knowledge and training in retirement planning, estate planning strategies, income taxation, principles of investments, planning for insurance needs, and more. The requirements for earning the CFP® designation include:

· Recommended 250-400 of hours of rigorous coursework
· Passing 6-hour comprehensive exam
· 30 hours of continuing education every two years
· Abiding by a strict code of ethics

Tom Decker earned this prestigious designation in 2010. Click to learn more about the value of the CFP® designation.

Administered by the CFA Institute, the Chartered Financial Analyst (CFA®) designation is given to those who successfully complete the CFA Program. Financial professionals who are candidates for earning the certification must have a prerequisite of four years of relevant work experience and/or schooling. As one of the highest distinctions within the field of investment management, CFA charter holders practice and hone specialized skills pertaining to real-world investment, risk, and asset management. The requirements for earning the CFA® designation include:

· Hundreds of hours of rigorous study prep
· Passing three levels of the CFA Exam
· Abiding by a strict code of ethics

David Viger earned this distinguished designation in 2021.

Click here to learn more about the value of the CFA® designation.