Megan E. Flood of Flood Financial Services receives Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA) designations
BURLINGTON, VT – (MARCH 16, 2021) – Flood Financial Services, a local financial services provider with offices in South Burlington, VT and serving clients across the United States, is pleased to announce that Megan E. Flood has Completed Financial PlannerÂ® (CFPÂ®) Board Examination Certification and achieved CFP certification. She also recently completed a specialized professional divorce analysis training program through the Institute for Divorce Financial Analysts (IDFA) to become Certified Divorce Financial AnalystÂ® (CDFAÂ®).
As a standard of excellence for financial planners, CFP certification involves a one-year program of rigorous orientation in education, training, and ethical standards to ensure planners are competent and committed to serving the world. best interests of their clients. There are six different modules: Fundamentals of Financial Planning, Income Tax, Pensions, Estate Planning, Insurance and Investments. After the education requirements are met, students are required to take a 270-question six-hour exam. In 2019, the overall pass rate for the CFP exam was 62%.
A registered representative with LPL Financial, Megan received a Bachelor of Science in Business Administration from Babson College and then pursued a career in finance, working first at John Hancock then at BNY Mellon before returning to her home state. originally from Vermont in 2017 to join the family practice of Flood Financial Services, where she now works and is part of the advisory team.
Megan’s extensive experience with variable annuities, fixed annuities, pension plans, and 529 mutual funds and alternative investments has helped a wide range of retail and corporate clients pursue their financial goals in the most tax-efficient manner. advantageous. The new certifications expand its ability to better meet the financial needs of its clients.
âThe CFP is truly the gold standard in financial planning. We could not be more proud of Megan’s hard work and determination over the past 13 months to achieve CFP certification, âsaid Richard W. Flood, Partner of Flood Financial Services.
About the PCP Board of Directors
For more than 30 years, the Certified Financial Planner â¢ (CFPÂ®) certification has been the standard of excellence for financial planners. Meeting the requirements of in-depth training and experience and committed to upholding the ethical standards of the CFP Board of Directors, CFPÂ® professionals take a holistic and personalized approach that puts the interests of their clients first. As part of the CFPÂ® certification, CFPÂ® professionals also commit to the CFP Board of Directors to act as a trustee when providing financial advice.
The Institute for Divorce Financial Analysts is the authority on the theory and application of divorce planning in North America. The IDFA sets standards for the certification of divorce financial analysts that are objective, reliable, and meet current standards for certification bodies. IDFA helps ensure the financial health and well-being of the divorcing public through the accreditation of individuals as Certified Divorce Financial Analysts.
About Flood Financial Services
Flood Financial Services Inc. is a local company located in South Burlington, Vermont. Flood Financial Services professionals, as registered representatives of LPL Financial, serve clients in 31 states. In the State of Vermont, our team specializes as advisory representatives to LPL in the strategies and management of financial planning, investments, insurance and wealth accumulation.
VTDigger press releases are provided by the submitting organizations and may include mention of VTDigger staff, family and directors.
Use our self-service press release portal to promote it on VTDigger and reach our entire web and email readership.