Douglas S. Finley completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) program. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning, and estate planning.
The CFP® designation compliments the training specific to the financial industry that Doug has already completed. This includes the Accredited Investment Fiduciary® (AIF®) designation, a specialized training program on the topic of the fiduciary standard of care.