Mike Heine/The Week
Donna Lenz Wright/The Week
(Published June 20, 2007, 1:37 p.m.)
Lucas D. Kuchenberg, with the Ray Financial Group of AG Edwards in Elkhorn, recently earned the designation of certified financial planner professional.
Kuchenberg has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP and certified financial planner in accordance with CFP Board certification and renewal requirements.
He has worked as a financial consultant since 1998 and feels his responsibility, in its simplest terms, is to "help clients do what they cannot do on their own by strictly utilizing asset allocation techniques and more importantly, avoiding the emotional mistakes that keep investors from being successful," he said in a news release.
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 certificate receivers 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.
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP and federally registered CFP with flame design in the United States, which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 54,000 individuals to use these marks in the United States. For more information, visit www.CFP.net.
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