SERIES: FREQUENTLY ASKED QUESTIONS #1 WHAT ARE YOUR CREDENTIALS?





I am a Certified Financial Planner. 2022 marks my 21st year as Certified Financial Planner. Although I've been in this business for 25 years now, 21 Years ago I decided to go the added mile for my clients and myself and take the education to become a certified specialist in financial planning. It was one of the most challenging periods of my life, taking courses with a young family at home, while being in the office full time, but so worth it.

CFP's follow a strict code of ethics and must maintain many hours of continuing education each year.

To learn more about what a CFP can do for you and what it means to me, please see the following links:

Benefits of working with a financial professional (swift to see attached photos)

Video - What is a Financial Planner? https://www.financialplanningforcanadians.ca/financial-planning/what-is-a-financial-planner (link also in bio)

- Jodi Dark

News, PlanningJodi Dark