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.

“We are proud of Bo’s accomplishment in attaining the CERTIFIED FINANCIAL PLANNER designation,” says Bucky Leach, Director of Financial Banking at HeritageBank of the South. “Having a financial advisor with the CFP designation brings added expertise to our team and enhances Bo’s ability to advise his clients.”