Stephen Smith of the financial services firm Edward Jones in Chester, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP®.
Smith successfully completed CFP Board’s initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.
Individuals who hold CFP® certification must agree to meet ongoing continuing education requirements and uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.