Which professional credentials do you have, and what are their requirements?

James has an MBA and has held management accounting and auditing credentials in the past.

James is a CERTIFIED FINANCIAL PLANNER™ professional.

Jordan is a candidate for CFP® certification and has passed the CFP® exam.

You can learn more about the CFP® certification requirements here.

“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”