The Foundry team is pleased to announce that Jennifer Williams, has passed her certification exam and has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board’s certification and renewal requirements
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:
- financial planning process,
- risk management,
- tax planning and management,
- retirement and employee benefits, and
- estate planning.
CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
“We encourage professional development for our entire team at The Foundry,” said Michael Fogarty, CFP®, Foundry CEO. “Jennifer’s accomplishment is a testament to her commitment to high standards as we serve our clients.”