What is a CFP® (CERTIFIED FINANCIAL PLANNERTM) Practitioner?
CFP® practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process. In addition to significant education and experience requirements, they must pass a comprehensive exam that tests their personal financial planning knowledge and skills, continually update their abilities, and abide by a strict Code of Ethics. Jim Pasztor is a CFP® practitioner. (CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.) To learn more about CFP® practitioners, visit the CFP Board of Standard’s website.