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  • Writer's pictureSteven Schoenberger

What's with all the credentials?

I am thrilled to announce that I have obtained my CFP® certification.

The financial industry seems to be a place where people collect credentials. You know, those letters that follow our names and convey an air of authority or expertise! Personally, I've never been a fan of this, yet here I am with a cadre of initials after my name.

Perhaps you already noticed, but likely not, that I recently added the Certified Financial Planner designation to my signature block. Since I am going to use it, I thought it is worth explaining why having this credential is so valuable for clients of Open Door Financial.

The Certified Financial Planner certification is one of the most comprehensive, widely recognized, and highly regarded credentials in the financial planning industry. While I have always aimed to serve my clients' best interests, the CFP® mark codifies this commitment and communicates to clients and colleagues alike that I will act as a fiduciary.

The CFP® mark conveys that a practitioner has completed educational requirements related to the 72 Principal Knowledge Topics determined by the board, passed a rigorous examination, completed thousands of house of professional experience, and abides by a strict code of ethics.

At the end of the day, I still believe that the name that comes before these initials is paramount. Over the past decades I have collected JD, BFA®, and CFP® designations. At the same time I have diligently and deliberately strove to demonstrate that I am a person committed to helping my clients. A planner who cares deeply about improving the financial well being of those I have the privilege to work with.

For those who already know me, you likely feel assured when you see my simple "-Steven" at the end of an email. But, as we grow as a firm, I hope that new clients to Open Door will view all of these letters as a sign of sincerity, focus, and competence as a financial planner.

-Steven ….. Yadda, Yadda, Yadda!

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