Local Investment Professional Graduates As Certified Financial Planner™
February 04, 2015
Dahl is one of only seventy (70) Certified Financial Planners™ who have been awarded this prestigious designation in Alaska and one of only two (2) located in Ketchikan, both at Otter Creek Partners. The latest estimates are that there are approximately 70,000 Certified Financial Planners™ currently licensed to practice in the United States. Although anyone can refer to themselves as “financial planners” or “financial advisors”, only those who have met the rigorous experience, ethical requirements and educational coursework, including graduation and successful completion of the examinations can call themselves Certified Financial Planners™.
The CFP® Certification Examinations test proficiencies in the following areas: the financial planning process, risk management, investments, tax planning, retirement, employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Otter Creek Partners is a registered investment advisor firm engaged in a consulting practice offering fee-only investment advice, investment management, retirement and financial planning services in Alaska and Washington states, with clients in several others states as well. The firm, located at 337 Stedman Street in Ketchikan, was founded in 2003 by James Dahl and by Mary Lynne Dahl, CFP®. Christine Dahl, CFP® joined the firm in 2012. She holds a Bachelor’s degree in accounting, a Masters degree in business administration/finance and is a Certified Public Accountant (Colorado) in addition to her recently awarded designation as a Certified Financial Planner™.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes approximately 70,000 individuals to use these marks in the United States.
Edited by Mary Kauffman, SitNews
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