Certified Financial Planners Board
The Certified Financial Planners (CFP) Board maintains stringent requirements to earn the CFP® professional designation. The certification process includes passing a comprehensive certification exam, passing the CFP Board’s Fitness Standards for Candidates, agreeing to abide by CFP Board Code of Ethics, and completing 30 hours of Continuing Education every two years. Further, Brian Brush is a CFP® professional with Lumia Wealth. Sarah Rasmuss is a slacker who is still studying for the exam.