Company News

Greer Earns CFP® Marks

Alexander Greer, a Financial Planning Assistant with Keystone Financial Partners, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination 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 CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Alexander Greer said, “I am thankful for all the support from Jim, Chris, and the rest of the team as I’ve been working towards obtaining my CFP® designation. I’m looking forward to continuing to work with such a great group that provides holistic financial planning to so many people. I can’t wait to see what the future holds!”

Jim Trull, President and Wealth Manager with Keystone Financial Partners said, “The CFP® designation is the most widely recognized and one of the most difficult designations to obtain in the financial planning profession.  Having obtained several designations in our industry, I can personally say that studying for and passing the CFP® Certification Examination was one of the most difficult things I have ever done. We are thrilled Alex passed the CFP® Certification Examination and now has met the work experience required to proudly display the CFP® marks after his name.”


About the CFP Board

For more than 30 years, Certified Financial Planner™ (CFP®) certification has been the standard of excellence for financial planners. Meeting extensive training and experience requirements, and committing to CFP Board’s ethical standards, CFP® professionals take a holistic, personalized approach that puts their clients’ interests first. As part of the CFP® certification, CFP® professionals also make a commitment to the CFP Board to act as a fiduciary when providing financial advice.