Garry North Receives CFP® Designation

September 7th 2016, by Garrison R. North

Master’s Advisors proudly announces that Garry North, CFP®, has earned the CERTIFIED FINANCIAL PLANNER™ designation from The Certified Financial Planner Board of Standards. After two years of study, he passed the CFP Final Exam in July.

From the CFP Board, “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, and 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.”

As we expand our financial planning services, we also continue to increase our professional knowledge base so that our clients can benefit from our team’s collective expertise. Please congratulate Garry on this accomplishment the next time you see him.