In today’s world, some may consider themselves a “CERTIFIED FINANCIAL PLANNERTM,” but on those who have fulfilled all the proper requirements can display the CFP® certification marks by their name. The Noble Group proudly employs multiple  individuals who have earned the CERTIFIED FINANCIAL PLANNERTM professional certification who have completed extensive training and are held to high ethical standards, putting your best interest above their own.What is a CFP® &why hire one?

The CFP® Difference

In order to gain proper certification, every CFP® professional must meet the proper requirements including:

  • Education: They must complete a comprehensive course of study offered by a college or university program which covers a personal financial planning curriculum approved by the CFP® Board. In addition, they must have earned a bachelor's degree from a regionally accredited college or university.
  • Examination: A CFP® professional must pass the comprehensive CFP® Certification Exam which tests their ability to integrate and apply their financial planning knowledge to real-life situations. This exam doesn’t only cover the financial planning process it includes multiple topics such as tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
  • Experience: Before earning the right to use the CFP® certification marks they must acquire a minimum of three years of financial planning related experience, or a limited 2-year structured option.
  • Ethics: A CFP® professional is held to the highest of standards. They must voluntarily ascribe to the CFP® Board's code of ethics which means upholding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. This includes providing financial planning services as a fiduciary, or acting in the client's best interest. A CFP® professional is subject to sanctions if they violate these standards.

How could you benefit from the services of a CFP® professional and why should you hire one?

There are many reasons why you may need a CFP® professional… perhaps you don’t have the time, knowledge, or simply don’t have the desire to manage the financial aspects of your life.  Well, you’re not alone. In today’s hectic world, a CERTIFIED FINANCIAL PLANNER™ professional can be an  essential resource and can help you with the challenging task of bringing all the pieces of your financial life together.

 

Here at The Noble Group our skilled individuals who have earned the CERTIFIED FINANCIAL PLANNER™ professional certification can help you in many ways. A few examples might include:

  • Setting realistic financial and personal goals
  • Developing a plan to meet your financial goals by identifying financial opportunities and building on financial strengths
  • Putting your plan into action and monitoring its progress
  • Strategies to make your money last during retirement or other important life events
  • And many, many more…

Why wait to live that lifestyle you’ve always wanted? Contact us today  to speak with a member of our Executive Benefits Team to get a full list of services they can provide to help get your finances on track.

*CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® () and CFP® () in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.”

Houston:2245 Texas Dr., Ste 170Sugar Land, TX 77479(800) 372-5834(832) 886-5115fax: (281) 265-8989Dallas:2591 Dallas Pkwy, Ste 505 Frisco, TX 75034(800) 441-0415(469) 635-8500fax: (972) 733-1220LOCATIONS

 

 

 

 

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

 

The Noble Group and Raymond James are independent entities.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

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