The CERTIFIED FINANCIAL PLANNER™ mark is one of the highest-regarded certifications in the industry.
KANSAS CITY, Mo.—December 22, 2021—Prosperity Planning, Inc., announced today that Associate Financial Advisor Colten Honigman has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
With the highly respected CFP® mark, Honigman will expand on his role in providing comprehensive financial planning and investment management to clients.
“Becoming a CFP® professional is a big deal,” said Ryan Noble, a CFP® professional himself and Partner and Wealth Manager at the firm. “The CFP Board requires a rigorous education to make sure CFP® certificants can provide comprehensive, goals-based planning. Earning the mark is a highlight in any advisor’s career—we’re proud of Colten for his achievement.”
The CFP Board reports that 90,448 professionals hold the CERTIFIED FINANCIAL PLANNER™ mark. To earn the designation, Honigman had to complete coursework in:
Personal Conduct and Regulation
General Principles of Financial Planning
Education Planning
Risk Management and Insurance Planning
Investment Planning
Tax Planning
Retirement Savings and Income Planning
Estate Planning
Financial Plan Development
The classes culminated with a six-hour exam that tested Honigman’s ability to apply his education to real-life situations. He also had to meet the board’s experience and ethics requirements, including serving as a fiduciary to clients at all times.
Honigman completed his requirements while working full-time as an Associate Financial Advisor.
“I started studying for the CFP® designation in 2020—and the notice that I’d passed made all the hard work worth it,” Honigman said. “I’m excited to expand on my role in building and implementing our clients’ Prosperity Planning Blueprints™.”
The Prosperity Planning Blueprint™ is a structured process that the firm creates for each client to uncover their financial obstacles and opportunities while helping them to achieve their vision of prosperity.
Honigman joined Prosperity Planning, a fee-only Registered Investment Advisor in Kansas City, Missouri, as an intern in 2018 and was hired as an Associate Financial Advisor in 2020. He has a Bachelor of Business Administration with an emphasis in finance from the University of Missouri—Kansas City.
Prosperity Planning, Inc., is a fee-only wealth management firm in the northland of Kansas City, Missouri, helping clients transform success into prosperity. With designations that include the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) certifications, the Prosperity Planning team provides comprehensive financial planning, tax planning, and investment management to pre-retirees, business owners and entrepreneurs, divorcees, and high-income women. Learn more at prosperityplanninginc.com.