Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, is pleased to announce Financial Advisor Jim Foley recently earned his Certified Financial Planner designation, and Penny Post-Freeman joined the team in Peoria as the Office Manager and Client Services Coordinator. Candidate Fitness Standards, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. To become certified, applicants must complete the "4 E’s" – Education, Examination, Experience and Ethics.
Foley is the Director of Advisory and Business Development with Savant. He is also a member of Savant’s Senior Management Team. "Earning the CFP designation is one of the most rewarding experiences I have had in my professional career," said Foley. "The expertise I gained during the process will help me serve my clients at Savant to the best of my ability."
According to the CFP Board of Standards, Inc., CFP® certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's