NEWS RELEASE
INTERNATIONAL
ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP.org)
LOCAL FINANCIAL PLANNER AWARDED DESIGNATION
(Beverly Hills, CA)
Local Financial Planner, ________________________________ has been
awarded professional designation as a Qualified Financial Planner (QFP), by the
INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS, a non-profit
educational and professional organization established in January 2003.
The coveted QFP designation is presented to Financial
Planners who meet the following IAQFP standards: Education, Examination, Experience, Code of Ethics &
Professional Conduct, Continuing Professional Education, and adherence to QFP
designation Usage Requirements. The
international organization’s mission is to “identify, for the benefit of the public, only those
designations representing persons duly educated & trained in the Financial
Planning discipline & methodology.” IAQFP urges the public to verify
anyone claiming to be a Financial Planner through its free online QFP Registry
of Qualified Financial Planners located at: www.iaqfp.org/qfp_registry.html.
A QFP – Qualified Financial Planner must maintain the
professions highest professional and ethical standards, plus complete a minimum
of 30 hours of continuing education every two years (15 hours annually) spanning all aspects of the
Financial Planning discipline. According
to the organization’s Chairperson, Paul M. League, QFP, “In a society and
economy of complexity and rapid transformation it is essential that a Financial
Planner at all times act in the best interests of his client, while remaining
engaged in a continuous quest for knowledge in order to best 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 initial interview to individuals
wishing to consider using their professional services.
INTERNATIONAL
ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP.org)
P.O. Box 7007, Beverly Hills, CA 90212-7007
Firm Name
Your Address
Website URL
Phone number