Q: What is the Certified Financial Planner(R) designation?
A: This designation is earned by individuals who complete educational coursework, a comprehensive examination, subscribe to a Code of Ethics, and commit to continuing education (30 hours every two years-including an ethics course). A minimum of three years experience in the field is required before earning the right to use the designation marks. The governing board for CFP Certificants is the Certified Financial Planner (R) Board of Standards. Dana completed her most recent Ethics Continuing Education in November 2011.
Q: What is financial education (also known as financial literacy)? A: "Financial Literacy is the term commonly used to describe a body of knowledge in the area of consumer finance, savings, investing and managing credit. Various definitions are used. Nationally it has been defined as the following:
"Personal financial literacy is the ability to read, analyze, manage, and communicate about the personal financial conditions that affect material well- being."
"It includes the ability to discern financial choices, discuss money and financial issues without (or despite) discomfort, plan for the future, and respond competently to life events that affect everyday financial decisions, including events in the general economy."
Q: Does Twight Financial Education serve clients all over Washington State? A: Yes, via GoToMeeting, email, Skype, telephone, in-person, etc. Together, we will find a way that works for you, your family, or your business. Contact me at 206-325-5185 or firstname.lastname@example.org to arrange an initial meeting, or to request additional information about the firm.
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