This website is not compatible with your web browser. Please upgrade your browser or activate Google Chrome Frame to improve your experience.

Money Advisor Wealth Management Worldsource

Money Advisor Wealth Management Worldsource

Your future is looking up We keep our clients informed about the news that matters most.

Benefits of Working with a CFP

Often we are asked what differentiates a Certified Financial Planner (CFP) from other Advisor’s within our industry. A Certified Financial Planner (CFP) is a designation awarded to individuals who have successfully completed the Financial Planning Standards Council (FPSC)’s certification requirements. Individuals who receive their CFP designation must take extensive courses and exams in the areas of financial planning, taxes, insurance, estate planning and retirement.
The CFP designation is made up of four categories: education, exam, experience and ethics. CFP candidates must complete an education program, pass two national exams, have 3 years of qualifying work experience and must complete new professional education courses every year. The CFP curriculum includes courses such as financial planning, risk and retirement planning, wealth management and estate planning. The first exam is the FPSC Level 1 Examination in Financial Planning: a 4-hour multiple choice test that is administered only twice a year. In addition to the exam, CFP candidates must apply for FPSC Level 1 Certification which imposes a code of ethics, loyalty and care. The next step involves taking an approved FPSC Capstone Course which once completed allows you to write the CFP exam. Once the CFP exam is completed, a CFP candidate will need to obtain 3 years of qualifying work experience. Those individuals who have attained the CFP designation have a wealth of experience and must complete continuing education programs each year to maintain their certification status. 
The CFP certification is the highest standard in personal financial planning. Financial planning is more than merely budgeting and savings. Financial planning involves setting a course of life goals to ensure the proper management of your financial affairs. Working with a CFP gives you the peace of mind in knowing your personal finances are in the hands of an experienced, educated and knowledgeable individual.
20 years ago, Kevin MacLeod, starting a family and having recently sold his retail business, was seeking a new career when he discovered a passion for financial services. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. Kevin is now a Money Advisor Wealth Management Financial Planner. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions.
A good financial planner will work with you to define your financial goals and set out a plan of action for the steps you will need to take to achieve these goals. Knowing you are working with a CFP who is held to the highest ethical and professional standards means your money is in good hands.
CFP’s must adhere to a high standard of professional conduct, meeting appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. At Money Advisor Wealth Management, our CFP’s are committed to providing competent, ethical, objective and professional financial advice; delivered with integrity, privacy and diligence.
Do you have questions on this article or about wealth management in general?
Contact Money Advisor Wealth Management today and we’ll help answer any inquiries you may have. 

Are you ready to unbank your future?
Book your free, no-obligation consultation today.

Book Now

Money Advisor Wealth Management

4 - 11010 46 Street SE
Calgary, AB T2C 1G4

Phone: 403.214.7215

Worldsource Financial Management

Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.

Other Products and Services are offered through Money Advisor Wealth Management.