Congratulations to Carrie Thompson, Associate Financial Advisor, for recently achieving her CERTIFIED FINANCIAL PLANNER (“CFP®”) certification! With this news, the Hamilton Capital team now includes 31 CFP®-certified professionals.

A CFP® certification is “the standard of excellence in financial planning,” according to the Certified Financial Planner Board of Standards. Additionally, a CFP® certification prepares the recipient to provide comprehensive advice to their clients. CFP® professionals have demonstrated expertise and are committed to high standards, earning the respect of their colleagues and the trust of their clients.

In order to become a CFP® professional, Carrie had to meet rigorous education and experience requirements and commit to high ethical and professional standards. Carrie completed the following:

    • A comprehensive financial planning curriculum approved by the CFP Board;
    • Passed a comprehensive six-hour CFP® Certification Examination that tested her ability to apply financial planning knowledge in an integrated format;
    • Completed thousands of hours of professional experience related to financial planning; and
    • Satisfied the CFP Board’s Fitness Standards and committed to abide by the CFP Board’s Code of Ethics and Standards of Conduct.

Carrie’s commitment and education don’t stop there, as CFP® professionals are also required to complete ongoing continuing education coursework to further their competence in financial planning.

We are proud to have Carrie as part of the Hamilton Capital team and are inspired by her commitment to serving clients.