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Local CPA challenges for CFP Certification

New Boston, TX, December 10, 2018 – Joe DIke, CPA, CFP®, President of  Joe Dike CPA/PFS PC in New Boston, TX has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

 

Mr. Dike's firm specializes in comprehensive Wealth Management, Tax planning and preparation and Business planning and accounting. We’re not merely tax preparers. We exist to help you build your wealth throughout the year—and year after year—so you can reach financial independence. We serve clients whose wealth is growing (or could be growing) but who need guidance to manage and maximize it. We “get” wealth building inside and out and can simplify its complexities in a way that dissolves paralyzing fears and empowers you to act.

 

The CFP® 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® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

 

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

 

Bowie County Citizens Tribune

312 North Center Street
Suite 103
New Boston, TX 75570