Action Group - Action Financial Management - Choosing a CFP - Ongoing Certification Requiremets

Action Financial Management, inc.

 

About Us | Contact Us | Office Location | Site Map

Financial Management | Mortgage Service | Life & Health Insurance | Home & Auto Insurance | Realty | Travel Services

 Action Group home
 About Us
 Risk Management
 Investments
 Choosing a CFP
 College Planning
 Estate Planning
 Retirement Planning
 Tax Planning
 Glossary of Terms
 SIGMA Account Login
 Contact Us


 

Ongoing certification requirements:
Once certified, CFP® practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum 30 hours of continuing education to stay current with developments in the financial planning profession and better serve clients. Two of these hours are spent studying or discussing CFP Board's Code of Ethics or Practice Standards. In addition to the biennial continuing education requirement, all CFP practitioners voluntarily disclose any public, civil, criminal or disciplinary actions that may have been taken against them during the previous two years as part of the renewal process.
Previous Index Next
 

191 North Avenue, Mount Clemens, MI 48043
Securities offered through Sigma Financial Corporation, member FINRA/SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor

Copyright © 2008 Action Group - All Rights Reserved legal Statement | Privacy Policy | Email Webmaster