What is a Certified Financial Planner™? A Certified Financial Planner is someone who is recognized globally for helping clients gain control of their financial lives and  futures. To become a CFP® you must meet strict education, examination, experience and ethics requirements.  I completed the CFP Certification Professional Education Program through the College of Financial Planning. I passed the   rigorous two day CFP® exam covering the topics of the financial planning process, insurance, investment planning, income   tax planning, retirement planning, employee benefits and estate planning. I gained the required experience from working as   a Series 7 and Series 66 licensed investment adviser. I also agreed to adhere to the CFP Board's Code of Ethics and   Practice Standards. This means that I am bound to provide personal financial planning in the client's best interest and to act   in accordance with the highest ethical and professional standards for the practice of financial planning. In addition to meeting   the initial requirements to earn the designation, I complete strict annual continuing education.  Unlike other attorneys, who promise that they can handle your “simple will,” I have the demonstrated knowledge and ability   to provide you with a comprehensive estate plan that will meet all of your needs. No estate plan should ever be treated as   “simple.”  **The College for Financial Planning Board of Standards regulates the certification and usage of the CFP® designation. The CFP® designation is not regulated by either the Missouri or Kansas Bar Associations. For more information visit our disclosures page here. To learn more about “Certified Financial Planners” visit www.cfp.net