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When you work with us at Professional Financial Solutions, your account will be managed by a team of in-house, experienced, qualified CERTIFIED FINANCIAL PLANNER™ professionals who are committed to putting you on a solid course for financial independence and long-term success.
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Each CERTIFIED FINANCIAL PLANNER™ professional must
- Complete some of most comprehensive education requirements in the financial planning profession;
- Pass a rigorous examination;
- Gain an amount of experience required by the CFP Board in order to be a CFP® professional;
- Abide by a code of ethical conduct, and;
- Maintain technical competence.
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Learn more about:
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