Accreditations

All L M Wood advisors must be licensed as CFP (“Certified Financial Planner”) practitioners, or must be actively pursuing the certification.  This is the only credential in the financial planning field that, as owner and President, I will accept.  It is awarded by the Certified Financial Planning Board of Standards to individuals following their successful completion of the following:

1. Education in the financial planning body of knowledge at a CFP Board registered institution, covering several topics in the fields of investments, retirement planning, tax preparation/planning, insurance and other general principles of financial planning.

2. Successful completion of a two day comprehensive national examination having an historical pass rate of less than 60%.  This comprehensive final is allowed to be taken after successful completion of roughly two years of class work and testing on items mentioned in bullet #1 above.

3. Three years of practical on-the-job experience in the area of personal financial planning for individuals.

4. On-going adherence to a strict CFP Board Code of Professional Ethics.

 

Registered Trademark of the Certified Financial Planner Board of Standards, Inc.

 

About LM Wood CFP

About Larry