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Answering Your Kids Toughest Money Questions

May 8, 2023

Kids ask tough questions about money. It’s how they learn. As a parent, these are teachable moments that offer a chance to impart some financial

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Market Commentary | May 2, 2023

May 2, 2023

Get real! Despite more than a year of aggressive Federal Reserve rate increases, the United States economy is still growing, albeit more slowly. U.S. gross

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Market Commentary | April 25, 2023

April 25, 2023

Better than expected. It’s earnings season – the time when publicly traded companies report on how profitable they were during the first quarter of 2023.

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Market Commentary | April 18, 2023

April 18, 2023

Keep your eye on the big picture. Last week, there was nothing too surprising in economic and financial news. Inflation eased, as expected, although it

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Market Commentary | April 11, 2023

April 11, 2023

Ambiguous images. Some illustrations are optical illusions. When two people view the picture, they may see completely different images. A good example is Rubin’s Vase.

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Market Commentary | April 4, 2023

April 4, 2023

Perhaps we should call this a pushmi-pullyu market. The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the rarest animal of all – to

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Market Commentary | March 28, 2023

March 28, 2023

What’s your jam? When you think of fun, are you running an Arctic marathon? Biking to your favorite burger place? Gaming with friends online? Each

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Cyber Security Crime is Big Business!

March 27, 2023

You don’t want to be a victim, below we describe some of the most powerful things you can do to protect your online identity and

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What You Should Know About Advisor Fees

March 27, 2023

Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their

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Instilling Financial Values in Your Family

March 27, 2023

Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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