Today I’m pleased to announce that Ben Hartings, Vice President of Trinity Financial Advisors, has earned his Certified Financial Planner (CFP)® Certification – a nationally recognized mark of achievement for financial planning. While it is not mandatory or essential that professionals hold this certification to provide financial planning counsel, we believe the rigor of achieving CFP® Certification matters and was among our first action steps when bringing Ben on board at Trinity Financial Advisors. This certification is in addition to the Certified Management Accountant (CMA) licensure and Master of Business Administration (MBA) that Ben has earned.
We believe it is important for our clients to have an understanding of what this certification entails, the CFP® Certification specifically tests for and demands knowledge through the four “Es” – acquired knowledge through Education and coursework, passing an Examination of key principles, a track record of financial planning Experience, and upholding the Ethics of the CFP Board’s standards of professional conduct, which is continually updated.
CFP® Certification is administered nationally by the CFP Board and identifies those professionals who have met rigorous testing standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Our belief is that CFP® Certification aligns well with the core values and principles that Trinity Financial Advisors was founded on.
Please join me in congratulating Ben on this achievement.