Burk graduated magna cum laude from Campbell University School of Law in 2019 and also earned a Master’s degree in Trust & Wealth Management from Campbell University Business School. Bradley graduated from UNC Chapel Hill with Bachelor’s degrees in Economics and History.
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.
CFP® professionals take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client.
The certification process normally takes 18-24 months and consists of the “4 E’s”:
- Education: The two-part education requirement includes both (1) completing coursework on financial planning through a CFP Board Registered Program, and (2) holding a bachelor’s degree or higher (in any discipline) from an accredited college or university.
- Exam: The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sessions over one day. The exam includes stand-alone and scenario-based questions, as well as questions associated with case studies.
- Experience: Applicants need to complete either 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.
- Ethics: Applicants agree to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.
“I am very proud to have attained the CFP designation,” Burk said. “Best of all, I know that the knowledge I gained will allow me to better serve my clients.”
Burk joins 24 other Parsec employees who have their CFP® certification. Learn more: parsecfinancial.com/credentials/certified-financial-planner