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Ferguson - Financial Planning Minneapolis

Ferguson - Financial Planning Minneapolis

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  3. What it means to work with a CERTIFIED FINANCIAL PLANNER™

What it means to work with a CERTIFIED FINANCIAL PLANNER™

cfp_logo_png.pngWith more than 300,000 calling themselves “financial advisor,” only those who have completed a rigorous 1000 hour course and testing successfully in six three-hour tests and a two-day, 10-hour final exam can earn the designation, CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition, CFP® practitioners must complete 30 hours of continuing education every two years.

CFP® practitioners are required to adhere to a strictly defined planning process consisting of six steps:

  • Establishing and defining the client-planner relationship
  • Gathering client data including goals
  • Analyzing and evaluating a person’s financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing the financial planning process
  • Monitoring the financial planning recommendations

Finally, CFP® practitioners must agree to abide by a strict code of professional conduct and ethics based on seven principles:

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence

As an independent Registered Investment Advisor, Greg Ferguson combines the strict fiduciary standards established under the Investment Advisors Act of 1940 with the CFP® Code of Ethics to offer his clients the ultimate in transparency and full disclosure in a client-first environment.

About Us

  • About Ferguson Financial
  • About Greg
  • CFP®

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Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Phone: 952-406-8316
Fax: 952-406-8316

Email: greg@fergusonfinancialinc.com

5100 Eden Avenue, Ste. 311 , Edina, MN 55436

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We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.

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Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016

What does the Super Service Award graphic mean?

If a company has the Super Service Award logo on their company record, then they have won the Angie's List Super Service Award® for the year indicated. Each year Angie's List awards this honor to companies that have given outstanding service according to the members for the previous year. The most recent award given is for 2017. In 2017, the criteria for the award included receiving a minimum number of reviews from our members, maintaining an A average on both the reviews for 2017 as well as on their overall reviews and not being in poor standing with the Better Business Bureau. Less than 5% of the companies on Angie's List received the award in 2017. Please keep in mind that the award is based on the company's previous service and you should always check Angie's List before hiring because a company's rating can change.

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