Isle Financial Planner Receives Authorization To Use Certification Marks - Jan. 2005
Grand Island, NY. . . Steven L. Morgan, CFP®, Principal of Contour Financial Planning, LLC in Grand Island, NY has been authorized by the Certified Financial Planner Board of Standards Inc. (CFP Board) to use the CFP®, Certified Financial Planner™ and CFP (with flame logo)® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Morgan is a fee-only financial advisor and specializes in Personal Financial Planning, Securities and Retirement Planning. He can be reached at (716) 773-5905 or by visiting www.ContourFP.com.
These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to, and benefits from, competent and ethical financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 42,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.