What DOES it mean to be a certified financial planner™?

What makes a Certified Financial Planner an essential key to your financial goals is our view of money matters. You see, we take a comprehensive view. We look into your future. Not like a crystal ball, mind you. We use our expertise to develop sound financial strategies around your specific needs and wishes.

The more things change, the more we want to learn.

At JBA, our financial planners are certified. That means they’ve gone through rigorous training. Not that we’re over-achievers or anything, but all our planners exceed the minimum of 30 hours of continuing education every two years to maintain certification. We’re lifelong learners. Nothing makes us happier that to learn a new and better way to ensure success for our clients.

You’ll find our recommendations to be objective and customized. Our solutions smart and creative.

Our financial planners are certified through the Certified Financial Planner Board of Standards, Inc. (CFP Board).

That means they have met the following standards:

• Education – CFP® professionals must earn a bachelor’s degree and complete a comprehensive financial planning curriculum approved by the CFP Board in the areas of investment, insurance, taxes, retirement and estate planning.
• Examination – All CFP® professionals must successfully complete the CFP® Board's comprehensive two-day, 10-hour CFP Certification Examination.
• Experience – CFP® professionals are required to have a minimum of three years of financial planning experience prior to using the CFP® mark.
• Ethics – CFP® professionals must pass an ethics review and agree to abide by the CFP® Board's Planning Practice Standards and a strict code of professional conduct.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.