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As part of the CFP® certification process established by the Certified Financial Planner Board of Standards, Inc., we have had to demonstrate competency in the six areas vital to financial planning by successfully completing a series of comprehensive examinations. We must also maintain 30 hours of continuing education biannually. As Certified Financial PlannerTM certificants, we are guided by and dedicated to uphold the Code of Ethics and Professional Responsibility established by the CFP Board in all of our professional activities.
As CFP® professionals, we recognize the need to coordinate with your other financial advisors with whom you may already have established relationships such as your attorney, accountant, general agent or pension administrator. We may also recommend consultation with other outside advisors and specialists in areas where we find that additional expertise is called for.
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©2010 GAINSBOROUGH FINANCIAL CONSULTANTS, INC. All rights reserved.
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