Peter W Post authorized by the Certified Financial Planner Board of Standards

-A A +A
Wed, 02/04/2009 - 7:24am -- admin

Peter W Post, CFP, founder of Post Investment Management in Charlotte, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements. Post is also a registered investment advisor and specializes in comprehensive financial and planning and wealth management. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.