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Affiliations

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Louis R. Hery Jr. is a CERTIFIED FINANCIAL PLANNER™ professional certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board).  The CFP Board is a non-profit organization that serves the public by fostering professional standards in personal financial planning.  They set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to create competent and ethical financial planners who are committed to putting their clients' best interests first.  The CFP Board was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.

There were more than 86,000 CFP® professionals in 2019, representing about 1 in 5 financial advisors in the U.S.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.



Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

INVESTMENTS & WEALTH INSTITUTE

INVESTMENTS & WEALTH INSTITUTE

Louis R. Hery Jr. us a CIMA® professional specializing in comprehensive financial planning and investment management.  Certified Investment Management Analyst® (CIMA®) is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. The CIMA Certification requires advisors to meet rigorous standards:

• Experience: At least three years of relevant financial services experience and a clean regulatory record

• Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification

• Education: Complete executive education at a top 25 global business school

• Exam: Pass a stringent five–hour examination

• Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education