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HSC Congratulates Tami Tolsma, CFP®


May 14, 2015

HSC Wealth Advisors would like to congratulate Tami Tolsma for achieving the right to use the CERTIFIED FINANCIAL PLANNER™ certification. Tami began the education requirement in August of 2013, passed the exam in March of this year, and her application has been recently approved by CFP Board. In doing so, Tami joins her coworkers Brian Carlton, Joe Eskridge, Joel Bengds, and Justin Victor who already hold this prestigious designation.

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.

To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

Individuals who become certified must complete ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks.

Congratulations Tami!

– See more at: https://www.hscwealthadvisors.com/congratulates-tami-tolsma#sthash.aEVALquI.dpuf

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