CERTIFIED FINANCIAL PLANNER

Deacon Earns CERTIFIED FINANCIAL PLANNER™ Designation

Peter John Deacon CFP®, financial advisor at Forrest Financial Services has passed the CFP® Certification Examination. The CFP® is awarded by The Certified Financial Planner Board of Standards to financial professionals who complete a lengthy and demanding certification process that includes not only education, examination and experience requirements but also actively-enforced ethics requirements. CFP® certificants are held to a fiduciary duty of care; that is putting their clients’ best interests first.

Credentials are an important criterion for consumers seeking a financial planner. Clearly, not all credentials are the same—and the distinctions between them can make a big difference when you are looking for a trusted financial advisor. One key factor to keep in mind is the process that goes into achieving and maintaining a credential. In order for a credential to be meaningful, it must be credible. There are few, if any, that are as credible in the financial services industry as the CERTIFIED FINANCIAL PLANNER™ certification.

To attain CFP® certification, a candidate must first complete a course of study covering nearly 100 financial planning topics including the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. The topic list is updated every five years based on a survey of the knowledge and skills that practicing financial planners actually use with their clients. Combined with rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards, Mr. Deacon has been authorized to use the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™.

Mr. Deacon has worked at Forrest Financial Services since 2001. He is a graduate of The University of Iowa with an accounting degree and completed his Master’s Degree in Business Administration at Drake University. Mr. Deacon is also a Certified Public Accountant.

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6611 University Ave. Suite 201
Windsor Heights, IA 50324

Phone 515-633-2875
Fax 515-277-3538
info@forrestfinancialservices.com