Warm congratulations to our Boca team member Scott Weigel on earning his CERTIFIED FINANCIAL PLANNER™ certification and the right to use the CFP® marks!
Scott recently passed the rigorous CFP® Certification Examination and met other requirements needed to earn the certification. We’re thrilled to recognize this significant achievement and Scott’s hard work!
What’s involved in becoming a CFP® professional
Over 2,500 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 62% 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 Scott
Scott was born and raised in Boca Raton, Florida. He began his financial career in 2017 as an analyst in New York City and honed his financial planning skills in South Florida with Adam Financial Associates. Joining Mercer Advisors in 2019, he enjoys helping clients meet their personal, professional, and financial goals. Scott attended St. Francis College in Brooklyn, NY where he played collegiate water polo and graduated with a Bachelor of Arts degree in economics with a concentration in finance. Outside of work, Scott enjoys spending time with his family and is a huge Florida sports fan.
Next time you speak with Scott in our Boca Raton office, be sure to congratulate him on this important professional milestone!
Kudos to you! What a splendid accomplishment.
But it is we clients who also will reap the benefits of your expanded background and knowledge. I am being completely selfish here!!