Form CRS & Brochures
Facebook Twitter Linkedin Youtube Instagram
  • Home
  • Who We Are
    • About Us
    • All Team Members
    • What Makes Us Different
  • Services
  • News & Events
    • Articles
    • Events
    • Videos
  • Podcast
  • Contact
Client Access
Client Login

Blog

Home » Blog

Market Commentary | May 17, 2022

May 17, 2022

Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while others

Read More »

Market Commentary | May 10, 2022

May 10, 2022

There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling

Read More »

Market Commentary | May 3, 2022

May 3, 2022

Correction and contraction…. Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree,

Read More »

Market Commentary | April 26, 2022

April 26, 2022

The Federal Reserve’s Ice Bucket Challenge… Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy

Read More »

Market Commentary | April 19, 2022

April 19, 2022

Here’s a riddle: How can inflation be 8.5 percent and 6.5 percent at the same time? The answer is that it depends on how you

Read More »

Market Commentary | April 12, 2022

April 12, 2022

The first quarter of 2022 was jam-packed with volatility-inducing events: rising inflation, war in Ukraine, rising interest rates, sanctions on Russia, and a new COVID-19

Read More »
« Previous Page1 Page2 Page3 Page4 Page5 Next »

Subscribe here to receive webinar invitations, market commentaries, and more:

Facebook Twitter Linkedin Youtube Instagram
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.

Headquarters

  • 4090 Clydesdale Parkway
    Suite 201
    Loveland, CO 80538
  • (970) 744-5408

Who We Are

  • Home
  • About Us
  • Our Team
  • What Makes Us Different

What We Do

  • Services
  • Find your number

News & Events

  • Blog
  • Events
  • Videos
  • Podcasts

Information

  • Contact
  • Client Access
  • 2022
  • Keystone Financial Services
  • All Rights Reserved
  • Built with Oechsli
Client Login
Wealth Management System
TD Ameritrade
Fidelity
  • Home
  • Who We Are
    • About Us
    • All Team Members
    • What Makes Us Different
  • Services
  • News & Events
    • Articles
    • Events
    • Videos
  • Podcast
  • Contact