Two of our financial advisors earned the CERTIFIED FINANCIAL PLANNER™ certification.  The CFP^® certification identifies those individuals who have met the experience requirements of the CFP Board, have 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.