Skip to content
LIVE WITH INTENTION. INVEST WITH INTENTION.
  • SIGN UP FOR OUR NEWSLETTER
  • REQUEST A MEETING
  • CLIENT LOGIN
    • Mitchell Capital
    • Charles Schwab
Mitchell Capital Logo
  • About Us
    • Active Management
    • Our Team
  • Services
    • Investment Management Services
    • Financial Planning Services
  • Education
    • Articles
    • Five Years To Retirement Checklist
    • 2022 End Of Year Checklist
    • Social Security Guide
    • Restricted Stock Units
    • Retirement Guide
  • Community
  • Contact Us
Previous

The Three-Legged Stool Blog Graphic

Ride Digital2019-11-19T13:37:23-06:00November 19th, 2019|Comments Off on The Three-Legged Stool Blog Graphic

Share This Story, Choose Your Platform!

FacebookTwitterRedditLinkedInTumblrPinterestVkEmail
location icon

11460 Tomahawk Creek Pkwy #410
Leawood, KS 66211

phone icon
(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

  • 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.
  • This field is for validation purposes and should be left unchanged.
Privacy Policy / Disclosure / Form ADV / Form CRS
Page load link
This website uses cookies to ensure you get the best experience while on our website. Cookie settingsACCEPT
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.
SAVE & ACCEPT

  • 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.
  • 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

Go to Top