We are honored to announce and congratulate Loyd Wellman on receiving the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards. It is an exciting moment for Loyd to receive the gold standard in the financial planning industry, as a part of our Midwest Financial Advisors team.
We’re proud to have a team with industry leading credentials that you can believe in. When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients.
In order to obtain a CFP® designation, one must hold a four-year college degree and complete the CFP® educational program, administered by the CFP® Board. In addition to the course study, one must complete a 6-hour certification exam that tests the planner's knowledge on important financial planning sectors. One must also have at least three years of experience in the financial planning process, adhere to the CFP® Code of Ethics, and obtain 30 hours of continuing education every two years.
We pride ourselves on having the knowledge and skills to accommodate your needs and our entire team looks forward to continuing to serve your family for generations to come.
by Heather O’Neill Fairbanks
Heather is President and Founder of Midwest Financial Advisors Group, a full-service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 30 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client’s needs.