Certifications and Designations

Certified Financial Planner™, or CFP®

These are federally registered marks indicating a professional certification granted in the United States by Certified Financial Planner Board of Standards, Inc. (CFP Board).  Eligibility for using these marks first requires completion of a graduate-level program in financial planning subject areas, passing the comprehensive, 10-hour 2-day CFP® Certification examination, obtaining three full years of financial planning-related experience, and complying with the ethical and practice standards outlined in the CFP Board’s Code of Ethics and Standards of Professional Conduct.  To maintain these credentials, CFP® professionals must complete 30 hours of continuing education hours every two years.

Certified Public Accountant (CPA)

CPA licensees must have a college education  focused on accounting and a minimum of experience (two years in Oregon) providing services that involve accounting, attest, compilation, management advisory, financial advisory, tax or consulting skills (all under supervision and verification of another CPA), and must pass the Uniform CPA Examination. Oregon also requires the completion of 80 hours of continuing professional education every two years, and licensees are required to follow the rigorous Code of Professional Conduct outlined by the American Institute of Certified Public Accountants.

Certified Divorce Financial Analyst™ (CDFA™)

The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.  The CDFA™ designation is available to individuals who have a minimum of three years' experience as a financial professional, accountant, or matrimonial lawyer.  To earn the designation, the participant must complete a series of self-study course modules and pass an exam for each module. In the USA, this training qualifies for 32 hours of continuing education for the CFP® Board of Standards.  The CDFA designation is available to individuals who have a minimum of three years' experience as a financial professional, accountant, or matrimonial lawyer.

Chartered Life Underwriter (CLU®)

The CLU® is widely considered to be the most respected insurance designation in the industry.  This designation was created in 1927 by the American College in Bryn Mawr, Pa. The CLU® designation has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes.

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

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