financial advisor obtains CFP professional certification | News from local businesses
NEWTON – Matthew Cook, financial advisor to the Edward Jones financial services firm in Newton, has been cleared by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP certification mark.
Cook has successfully completed the initial CFP Board certification requirements, which include completing financial planning courses and passing a comprehensive exam.
This advanced training provides investment professionals with the practical information needed to provide comprehensive financial services. Topics of study include the financial planning process, risk management, investments, tax planning and management, retirement and benefits, and estate planning. CFP professionals must also meet continuing education requirements and adhere to the CFP Council’s Code of Ethics and Professional Responsibility and Financial Planning Standards of Practice.
Edward Jones, its employees, and its financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate planning lawyer or qualified tax advisor about your situation.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the company’s operations, from the investments offered by its financial advisors to the location of branches, is aimed at individual investors.