Mrs. Schneider specializes in retirement and estate planning. The CFP marks
identify individuals who have met the rigorous experience and ethical
requirements of the CFP Board, have successfully completed financial planning
courses and have passed the CFP certification exam, 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 the CFP Board's code of ethics and standards for professional
responsibility, rules of conduct and financial planning practices.
The 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.
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The board owns the certification marks CFP®, Certified Financial
Planner™ and the federally registered symbols of CFP with plaque
design and CFP with flame design, which it awards to individuals who
successfully complete initial and ongoing certification
requirements. The board currently authorizes more than 67,000
individuals to use these marks in the United States. For more about
CFP Board, visit www.cfp.net.
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