David G. Strege, CFP, CFA

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• David G. Strege, CFP, CFA

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The US Bureau of Labor Statistics consistently
ranks . . .
. . . in the top 10 fastest growing professions
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Financial PlannerasCoach and Counselor

• Help clients with unique and often challenging
  situations discover and solve financial problems
  and achieve life goals
• As an experienced professional,
• you can mentor others entering the profession

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Differentiation

• CERTIFIED FINANCIAL PLANNER Certification is
  considered the gold standard in financial
  planning designations, according to a recent Wall
  Street Journal article.

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Differentiation

• Set yourself apart and gain instant credibility
  for your practice and expertise.

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CFP Certification Process

• Initial Certification - must meet the following
  four
• initial certification requirements
• (known as the four "Es")

Education
Examination
Experience

• Ethics

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• You need to be knowledgeable in all areas covered
  by the financial planning topic list

• 3 ways to complete the educational requirement
• CFP Board-Registered Programs
• Challenge Status
• Transcript Review

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• The CFP Certification Examination assesses your
  ability to apply your financial planning
  knowledge to financial planning situations.

Combined with the education and experience
requirements, it assures the public that you have
met a level of competency appropriate for
professional practice.
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3 years full-time relevant personal financial
planning experience
Experience
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Ethics
Code of Ethics and Professional Responsibility
(Code of Ethics)
- describes the minimum standards of acceptable
professional conduct for individuals authorized
to use CFP Board's CFP certification marks
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CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS,
INC.

• 1670 Broadway, Ste. 600, Denver, Colorado
  80202-4809
• P 800-487-1497
• F 303-860-7388
• E mail_at_CFP-Board.org
• W www.CFP.net

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Enhanced Career and Professional Development
Opportunities

• Increasingly large financial services firms make
  CFP certification part of their hiring
  requirements
• Many firms reward attainment and retention of the
  certification with career and salary enhancements
• CFP certification provides the advantage of
  easily communicating expertise to clients and
  supervisors and opening career opportunities
• CFP certification has international appeal

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Job Opportunities
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Compensation
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Compensation
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Benefits of the Profession

• Personal Satisfaction in helping others with
  complex financial issues
• Entrée into a growing profession
• Impact Society in a beneficial way
• The Good Life by Reverend Peter Gomes
• We are custodians of values in our society that
  is in desperate need of values.
• Why do we care how we manage our wealth, because
  that is where our values are and get exhibited.
  So our profession can be very good or very bad
  for our culture.
• We can influence people for good or for ill. Do
  the best we can with what we have. Everyday we
  can turn some bad into good. We can make the
  difference in a good way which is a very good
  thing.
• The result will be the pleasure known as
  contentment.

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David G. Strege, CFP, CFA

• Syverson Strege Company
• 4400 Westown Parkway, Ste. 405
• West Des Moines, IA 50266
• P 515-225-6000
• F 515-225-6888
• E dstrege_at_sss-co.com
• W www.sss-co.com