Training

The training for the Financial Symmetry advisors includes meeting Certified Financial Planning requirements that include: education, examination, experience, and ethics. We value expertise over the focus on sales that is prominent today.

Obviously adequate training is important. The Certified Financial Planner® designation is the premier mark for training in financial planning. At too many large financial services companies, training is focused on sales rather than expertise in providing financial advice.

We are looking to better serve you through learning from the current events and trends that are visible in the financial service industry.