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Congrats to Jonathan Jones – CFP®

Congratulations to Longview’s Jonathan Jones who recently passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) examination.

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:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Standards of Conduct.

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, please visit their website.

This is a huge undertaking and accomplishment. We are so proud of you, Jonathan!