About us
Can your advisor
pass the wealth
Dimensions Challenge?
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Tom Curti was named 2009 Five Star Wealth Manager
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Client Appreciation Event
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KY Home Buyers Tax Credit
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Credentials
Anyone can call themselves a financial advisor. Titles such as financial planner, financial advisor, financial consultant, vice president, senior planner, are generic titles, none of which come from outside governing bodies nor require continuing education, experience, or oversight. When looking for financial advice, seek out an individual who holds one or more of the following designations:
A Certified Financial Planner (CFP®) has met the CFP® Board’s education, examination and experience requirements, and is uniquely qualified to help clients identify their financial objectives and effectively manage their personal finances in order to achieve those objectives. In addition, the CFP® must abide by a code of ethics and meet continuing education requirements.
A Certified Public Accountant (CPA) has met certain education and experience requirements, passed a comprehensive uniform CPA exam developed and administered by the American Institute of Certified Public Accountants, abide by a uniform code of ethics, and complete 40 hours per year of continuing education.
An Accredited Investment Fiduciary (AIF®) designation is awarded by the Center of Fiduciary Studies and demonstrates a thorough knowledge of and ability to apply the Center’s Prudent Practices and Fiduciary standards of care. The AIF® must sign and agree to abide by a code of ethics, and complete a continuing education requirement annually.
A Chartered Financial Consultant (ChFC®) designation is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
