Congratulations are in order!
Join us in congratulating Allyson Hauss for becoming a CFP® Professional!
Allyson has been working hard to achieve a career milestone: becoming a CERTIFIED FINANCIAL PLANNER™. This week, it became official. She's now a CFP® Professional!
Of more than 600,000 people around the country who are advisors, only about 13% are CFP®s. Of that number, only 23% are women. Even more uncommon is the fact that we are one of only 4 firms in Chattanooga that are members of NAPFA.
Here are the requirements to become a CFP®:
A CERTIFIED FINANCIAL PLANNER™ has, at a minimum:
An undergraduate degree
At least three years of client experience in financial planning
Completed a financial planning education program including:
General Principals of Financial Planning
Income Tax Planning
Professional Conduct and Fiduciary Responsibility
Passed a rigorous comprehensive exam (historical pass rate of 55-60%)
Completed a required 30 hours of continuing education hours bi-annually
Committed to adhering to the standards of ethics and practice outlined in the CFP Board’s Standards of Professional Conduct
Please join us in celebrating Allyson's accomplishment!