Which credentials and professional affiliations does CFANY hold?

The CFP credential (Certified Financial Planner) credential is a prestigious certification for financial professionals. To become a CFP professional, you must meet several requirements, including:

• Education: Obtain a bachelor's degree and complete a CFP Board Registered Education Program.
• Experience: Gain relevant professional experience in financial planning.
• Examination: Pass the CFP exam, which tests your knowledge and skills in various areas of financial planning.

CFP professionals are trained to provide comprehensive financial planning services, including investment strategies, retirement planning, tax strategies, and estate planning. This certification is recognized as a standard for financial planning and signifies a commitment to ethical standards and client interests.

The Chartered Financial Analyst (CFA®) designation is a highly respected credential in the financial industry. It represents advanced expertise in investments and a commitment to the highest ethical standards, giving you confidence that your advisor is trained to put your best interests first.