Skip to content

LIVE WITH INTENTION. INVEST WITH INTENTION.

SIGN UP FOR OUR NEWSLETTER
REQUEST A MEETING
CLIENT LOGIN
- Mitchell Capital
- Charles Schwab

Search for:

About Us
- Active Management
- Our Team
Services
- Investment Management Services
- Financial Planning Services
Education
Community
Contact Us

MitchCap_Streaming_1200x628_011323 (1)

Ride Digital2023-01-13T14:51:50-06:00January 13th, 2023|Comments Off on MitchCap_Streaming_1200x628_011323 (1)

Share This Story, Choose Your Platform!

Facebook Twitter Reddit LinkedIn Tumblr Pinterest Vk Email

11460 Tomahawk Creek Pkwy #410
Leawood, KS 66211

(913) 428-3222

About Us
Our Team
Services
Education
Community

Areas We Serve

Kansas City, Leawood, Prairie Village, Olathe, Overland Park

Sign Up For Our Monthly Newsletter

Email Address
Want an easy way to stay up to date on issues that can affect you and your finances? Add your email address to receive our latest views on investment management and financial planning topics.
Name
This field is for validation purposes and should be left unchanged.

Privacy Policy / Disclosure / Form ADV / Form CRS

This website uses cookies to ensure you get the best experience while on our website. Cookie settings ACCEPT

Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Email Address
Want an easy way to stay up to date on issues that can affect you and your finances? Add your email address to receive our latest views on investment management and financial planning topics.
Phone
This field is for validation purposes and should be left unchanged.

Chartered Financial Analyst (CFA) requirements

Bachelor’s degree from an accredited college/university or equivalent education/work experience
Successful completion of all 3 levels of the CFA Exam
Forty-eight months of acceptable professional work experience (usually in the investment decision making process)
Join the CFA Institute and sign the Professional Conduct Statement

Certified Financial Planner (CFP®) requirement

Bachelor’s degree (or higher), or its equivalent in any discipline, from an accredited college or university
complete the course work for, and pass, the CFP Certification Examination
6,000 hours of experience through the Standard Pathway, or 4,000 hours of experience though the Apprenticeship pathway that meets additional requirements
Adhere to the high standards of ethics and practice outlined in CFP Board’s Standards of Professional Conduct
Complete 30 hours of continuing education (CE) accepted by CFP Board every two years

Get Your Complimentary Financial Planning Report

Name*
First Last
Email*
I would like to receive your quarterly eNewsletter.