Cameron Hendricks has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Hendricks to provide individuals and businesses with services related to their financial and personal goals, and is the next step in his career with Financial Symmetry.
Hendricks completed all seven courses required for the education portion of the certification process, though NC State University’s Certified Financial Planner course, and passed the CFP® exam in March 2015.
The certification also requires candidates to have three years of professional experience the financial services industry. Hendricks has already fulfilled this requirement, having joined Financial Symmetry full-time after graduating from NC State University in 2011 with a Business Administration Degree.
Financial Symmetry requires its advisors to become CFP® certified as part of its commitment to provide unbiased financial advice to clients. The CFP® Board’s thorough certification process provides a strong foundation that Financial Symmetry’s advisors will build upon, having complete theoretical and practical knowledge, and are prepared to act in their clients best interests.
“We knew when we first hired Cameron as an intern that an Advisor role was well within his reach,” says Operations Manager Heather Gudac. “As Financial Symmetry has grown, so has Cameron’s responsibilities—and knowledge—making him a great addition to our Advising Team. We’re proud to have him on board and working with clients as our newest Certified Financial Planner™.”
To keep up his CFP® designation, Cameron will have to complete 30 hours of continuing education and renew his credential every 2 years. If you are interested in scheduling a consultation with Cameron, please contact us today.
