Beachler earns Certified Financial Planner designation
HOFFMAN ESTATES - Clearwater Capital Partners said wealth adviser Joshua Beachler has been authorized by the Certified Financial Planner Board of Standards to use the CFP certification.
The Certified Financial Planner designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP certification exam covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
CFP professionals also agree to meet ongoing continuing education requirements and to uphold the CFP board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
"Continuing to develop the skills and knowledge base necessary to effectively advise clients in an ever evolving financial world has been a priority for everyone at Clearwater Capital Partners since its inception," said John Chapman, chief executive officer.