Financial Advisor Sara Janak of the financial services firm Edward Jones in Rockport has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP®.
The CFP® certification is awarded to individuals who meet the CFP® Board’s stringent requirements. To gain certification, a financial advisor must complete a CFP® Board Registered educational program, pass the CFP® examination and background check, and agree to comply with the CFP® Board’s Code of Ethics and Standards of Conduct.
This training offers investment professionals information across a broad range of topics. Study topics include professional conduct and regulation, general principles of financial strategies, risk management and insurance planning, investment strategies, retirement savings and income planning, and estate considerations.