CPA / CFP®
The professional combination in financial consultation
CFP® Certification Examination Professional Summary for CPAs

 
 

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Partnerships in Financial Education

It is the objective of Astwell Consulting to provide financial education to financial professionals. The firm designs, implements, and directs CERTIFIED FINANCIAL PLANNER™ Certification Education Programs in conjunction with sponsoring colleges and universities.

The firm also provides professional education classes for Certified Public Accountants (CPA) who wish to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and a CFP® Certification Examination review course for individuals preparing for the CFP® Certification Examination. The firm further provides on-site training for the financial sector and educational programs for the general public through and the Learning for Life Seminar Series.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete initial and ongoing certification requirements.

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