Two New Candidates for CFP® Certification

We are very pleased to announce that both Jennifer and Robert Sokolowski have passed their CFP® Certification Exams in November.  The pass rate for this latest examination was 61% – a reflection of the fact that this six hour exam is one of the most difficult in the financial industry.  Unlike other tests that purely measure factual recall, the CFP® exam is designed to measure critical thinking and assess one’s ability to apply financial planning knowledge in real-life planning situations.

Individuals may sit for the exam upon completion of college-level coursework in programs that are registered with the CFP Board, addressing the major personal financial planning areas which include:

  • Professional 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 (capstone) course
Bluffton Financial Advisor

Robert and Jennifer are graduates of the University of Vermont with degrees in Economics and Business Administration, respectively.  They completed their financial planning certificate program through Bryant University over a two year period followed by an intensive 3 month review course before sitting for the exam.  For the past year they have been working closely with Pat Sokolowski, Senior Financial Planner and CFP® for the firm, as a mentor.  Each of these steps must be completed to meet the certification requirements set by the CFP board:

  • Education: CFP® coursework, plus a bachelor’s degree
  • Examination: Passing the CFP® Certification Exam
  • Experience: 6000 hours of experience in the field or 4000 hours of apprenticeship
  • Ethics: Adherence to the high standards of ethics and practice outlined by the CFP® Board including a detailed background check

As a firm, Metis is committed to the planning-based financial model and the addition of Jennifer and Robert to the team strengthens our ability to service our clients.  They are looking forward to assisting clients new and old with their planning needs.