Jake Moller Earns CERTIFIED FINANCIAL PLANNER™ CertificationSubmitted by Moller Financial Services on July 14th, 2016
We are proud to announce that Jake Moller, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
Jake has been part of the Moller Financial Services team since 2012 and has been an integral part in creating financial plans and quarterly reports for our clients. His dedication to professional growth is evident by his continued increase in responsibilities within the company as well as his attainment of the esteemed CFP® certification.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:
- professional conduct and regulation
- general financial planning principles
- education planning
- risk management and insurance planning
- investment planning
- tax planning
- retirement savings and income planning
- estate planning
CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, visit www.CFP.net.