Connor Mason

MARQUETTE — Connor Mason, financial advisor at Bell Financial, has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER TM and CFP® certification marks in accordance with CFP Board’s certification and renewal requirements.

The CFP® marks identify 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 Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning, organizers said in a news release.

CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

“A CFP professional’s fiduciary duty may be higher than what’s required by regulation, and–as defined by CFP Board–this includes a duty of loyalty, a duty of care and duty to follow client instructions,” says Jack Brod, CFP, board chair of the CFP Board.