Lauren Black Earns CERTIFIED FINANCIAL PLANNER™ CERTIFICATION
Phillips Financial would like to recognize Lauren Black, MBA, on earning the CERTIFIED FINANCIAL PLANNER™ Certification. “To say that the Certified Financial Planner ™ is the penultimate designation for those calling themselves financial planners, financial advisors, or any company is putting it mildly,” said Lynn Phillips-Gaines, CFP®, CLTC (owner of Phillips Financial, which has been in business since 1984). “Preparation for the exam is grueling, taking dedication, discipline, and a commitment to the best interest of one’s clients, taking years to complete. Congratulations, Lauren, on achieving this milestone.”
Black joined Phillips Financial in 2008. She holds the Series 7 and 63 securities licenses, as well as a license in life, disability, and long term care insurance. She holds a Master’s in Business Administration from Mississippi State University, as well as a Bachelor’s degree with a double major in Business Information Systems and Marketing. Black works closely with Phillips-Gaines to develop financial plans and recommendations that help clients meet and exceed their goals.
Pictured: (Left) Todd Gartrell, RJFS, Inc. Assistant Regional Director, presenting the CFP® Board of Standards, Inc. certificate to Lauren Black, MBA, CFP®.(Right) Michael Hayman, RJFS, Inc. AMS Sr Asset Management Consultant, Lynn Phillips-Gaines, CFP®, CLTC, Lauren Black, MBA, CFP®, and Todd Gartrell, RJFS, Inc. Assistant Regional Director at Black’s surprise CFP® celebration.
About the CFP®
CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP® Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP® Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards. In addition, the CFP® certification prepares you for a career-long commitment to meeting the ever-changing needs of your clients. As a CFP® professional, you become a coach and problem-solver, able to provide truly personalized services to clients and to maintain high levels of financial planning and professionalism.
Finally, your expertise and credibility as a financial planner is instantly communicated with the CFP® marks – the financial planning certification most sought after by consumers and financial planners alike. Because CFP® certification indicates to the public your ability to provide financial planning without supervision, CFP® Board requires you to have, at minimum, three years of professional experience in the financial planning process (Source: CFP.net).
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Phillips Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.