One of life’s happiest moments for any financial advisor who seeks the CERTIFIED FINANCIAL PLANNER™ designation is the day a letter arrives in your mailbox, congratulating you on passing the very challenging ten-hour comprehensive CFP® exam.
After using all your free time for one to several years to study for this difficult exam, it’s a huge relief to know you’ve accomplished what you set out to do. Soon, you’ll be able to use and display the CFP® credential proudly and forever.
This week, two of our financial advisors at Merriman, Mark Metcalf and Eric Jonson, received their “pass or fail” letters from the CFP® Board of Standards. Opening the envelopes to discover they had passed the exam was a very proud moment for the two of them, their families and for our entire company.
As the good news spread around the office, there were a whole lot of high fives, hugs, laughter, slaps on the back, sighs of relief and very big smiles. When I learned the news, I threw in my own loud “WOO HOO!!”
An advisory firm is only as good as its people. That’s why we are very proud that all ten of our advisors have successfully gone through the very challenging process of acquiring this credential. Throughout our advisory offices, you will see our CFP® diplomas displayed proudly.
Why do we care about this designation and why should you care? Click here to for more information about the CFP® designation.
Not only has the sun been shining all this week in Seattle, it came out just in time to shine a spotlight on two of our talented advisors! Congratulations, Mark and Eric, on a job well done!