NEWS RELEASE
INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS
[For Immediate Distribution - Confirmation is Not Required]
LOCAL ADVISOR AWARDED DESIGNATION
(Beverly Hills, CA) Local Financial Planner,
________________________________ has been awarded professional designation as a
Qualified Financial Planner (QFP)*. This
action was taken by the INTERNATIONAL
ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP), a not-for-profit
professional business league organization established in January 2003.
The coveted QFP designation is awarded to duly credentialed
Financial Planners who meet rigorous education, examination, experience, and
ethics requirements, and who at all time adhere to the IAQFP – Code of Ethics
& Professional Conduct. The
organization’s mission is to help the public easily verify and find a QFP, and
to support QFP’s in their efforts of advising & helping people through use
of the integrative perspective that is so fundamental to the discipline and
methodology of Financial Planning.”
A Qualified Financial Planner must maintain very high
professional and ethical standards, in addition to maintaining 30 hours of
continuing education, covering all Financial Planning subject matter, every two
years. According to the
organization’s Chairperson, Paul M. League, QFP “In a society and economy of
rapid change it is essential that a Financial Planner be engaged in a continuous
quest for knowledge and skills in order to integrate that information in the
best way to properly serve the public.”
________________________ has been engaged in Financial
Planning since _____ and is locally associated with (or employed by) the firm of
___________________________ (you may add "and resides at ___________).
Individuals interested in learning more about personal Financial Planning
services may call ________________ and request a free information packet.
It is also the firm’s policy to offer a no-obligation interview to
individuals wishing to consider using their professional services.
INTERNATIONAL
ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP)
P.O. Box 7007, Beverly Hills, CA 90212
(website: www.IAQFP.org)
*The Qualified Financial Planner (QFP) designation is
issued by the INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP),
and serves as the single, universal identifier of Financial Planning. The QFP is
granted to experienced Financial Planning professionals who have completed IAQFP
approved education, exam, ethics and experience criteria who agree to at all
times adhere to the IAQFP - Code of Ethics & Professional
Conduct, QFP Usage Requirements, and continuing education requirements. You may
verify or locate a QFP using the QFP Verification Registry of Qualified
Financial Planners at www.IAQFP.org/qfp_registry.html,
or by calling 1.877.346.3037.
Firm Name
Your Address
Website URL
Phone number