CFP®, CERTIFIED FINANCIAL PLANNER™
Team members who hold the designation: Ben Leistikow
This well-regarded certification is awarded by the CFP® Board to individuals that have met rigorous educational, testing, and ethical standards.To obtain the CFP® certification, individuals must complete a comprehensive course of study at an approved college or university covering a multitude of financial planning topics, including:
- Estate planning
- Income tax planning
- Wealth transfer strategies
Upon completion of the required coursework, individuals must pass a comprehensive, two-day, 10-hour examination that tests one’s ability to apply the knowledge they have obtained to real-life situations. This test is considered one of the most difficult in the industry, with only a 55-60%* pass rate.
Why it should matter to you
A CFP® professional is well-versed in developing integrated wealth management plans, with a robust theoretical and practical knowledge of investment products and services; an unwavering commitment to the highest ethics; and a steadfast commitment to putting your interests first. Contact Ben Leistikow to learn more about this designation and how it can be used to help you reach your goals.