Affiliations

 

The CFP® certification process, administered by the CFP Board, identifies to the public individuals who have been authorized to use the CFP® certification marks in the U.S. and who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

 

The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come. Courses provide an insight into the process of philanthropic planning, including, but not limited to, tax, tools and techniques.

 

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, and financial services providers who seek advancement in a growing, dynamic profession.  ​FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.