Well Done Jon!

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Congratulations to Jon Flaherty for attaining his CERTIFIED FINANCIAL PLANNER™ certification.  Well done Jon!

This is a big deal here at Vantage.  Having the CFP® certification is one of our qualifications toward becoming a relationship manager. It conveys successful completion of three years of supervised experience, completing a CFP® Board-registered education program, passing the national CFP® exam and a commitment to act as a fiduciary.  The CFP® coursework covers a broad range of topics including retirement planning, employee benefits, investment planning, tax, estate planning and Insurance.  This program is not required to be a financial advisor in the industry but for those that have earned the right to use the marks it conveys extensive time devoted to learning, understanding and achieving specific educational requirements sometimes referred to as the standard of excellence in financial planning.    

“My journey towards CFP® certification began when I signed up for course work through Northwestern in 2015.  At the time, I worked in the Non Profit sector but wanted to make a career change.  With the support of my family, I attended classes in the evening after work and spent my weekends studying.  I’m proud of being able to use the CFP® marks and knowing the acquired knowledge enhances my ability to serve and support those seeking financial guidance.”   

As the CFP® website indicates, CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together.  As part of the CFP® certification, CFP® professionals have made a commitment to CFP® Board to act as a fiduciary when providing financial advice to a client and are committed to serving their clients best interests today to prepare them for a more secure tomorrow. 

To become a CFP® professional, you must:    

  • Complete a CFP board-registered program
  • Pass the national CFP® exam
  • Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP® exam.
  • Pass CFP® Board’s Candidate Fitness Standards
  • Demonstrate financial planning experience
  • Maintain continuing education requirements and board approval

For more information about the CFP® Board Ethics, visit Our Commitment To Ethical Standards


Disclosure: Having a CFP® is only one consideration that should be weighed when finding a financial advisor. It is important to complete a review of any professional you seek to do business with, in order to ascertain if they are competent and integral to serve you well.


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