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Congratulations Jon! Thumbnail

Congratulations Jon!

WealthMap Financial Advisors is proud to announce that Jonathan Allen, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

We recognize Jonathan’s hard work and achievement in earning his Certified Financial Planner™ designation. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards. Candidates must successfully complete coursework in the areas of investment, tax, retirement, estate, insurance, finance, and education planning. They also must pass a comprehensive 6-hour CFP® Certification Examination covering all of the former areas. CFP® professionals also agree to uphold CFP Board’s Code of Ethics and Standards of Conduct as well as earn continuing education credits.