Warm congratulations to our Boca team member Austin Tanner on earning his CERTIFIED FINANCIAL PLANNER™ Professional certification and the right to use the CFP® marks!
Austin recently passed the CFP® Certification Examination and met other requirements needed to earn the designation. We’re thrilled to recognize this significant achievement and Austin’s hard work!
What’s involved in becoming a CFP® professional
Almost three thousand test takers across the country registered for the CFP® Certification Examination last month.
This exam is the culmination of the CFP® study program, which normally takes one to two years to complete. Candidates need to pass the exam and also fulfill the education, ethics and experience components – including at least 6,000 hours of professional experience related to financial planning or 4,000 hours of apprenticeship experience – to become newly minted CFPs.®
Only 63% of the test takers passed the exam. The exam tests knowledge of several required study areas, such as:
- Professional Conduct and Regulation
- General Principles of Financial Planning
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial plan development (capstone) course
More about Austin
Austin began his career in financial services in 2017. Prior to joining Mercer Advisors in 2019 as Client Service Specialist, he worked at Adam Financial Associates in South Florida and interned for Morgan Stanley, assisting a team of financial advisors providing investment, tax, and financial planning services to clients. He is passionate about providing value to clients and enjoys meeting new people. Austin graduated with a Bachelor of Business Administration in Finance from Florida Atlantic University. When not working, Austin enjoys reading, traveling, playing golf, and going to sporting events. He lives in Delray Beach, Florida where you can typically find him enjoying time with his friends and family.
Next time you speak with Austin in our Boca Raton office, be sure to congratulate him on this important professional milestone!