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EQ Wealth Advisors

Strategic Wealth Management | Dallas, TX

Who We Are
What We Do
How it Works
Get in Touch
Client Portal
- Black Diamond
- eMoney
Download App

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February 3, 2022 by eric

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Our Location

10000 N Central Expy, Suite 1350
Dallas, TX 75231
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Get in Touch

Call: (214) 389-6750
info@eqwealthadv.com

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Disclosures | Privacy Policy

Investment advisory services are offered through EQ Wealth Advisors, a Registered Investment Advisor.

CERTIFIED FINANCIAL PLANNER^® (CFP^®)

Some of our professionals are certified for financial planning services in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP^® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP^® certification. You may find more information about the CFP® certification at www.cfp.net. CFP^® professionals have met CFP Board’s high standards for education, examination, experience, and ethics.

To become a CFP^® professional, an individual must fulfill the following requirements:

Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirement through other qualifying credentials.
Examination – Pass the comprehensive CFP^® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations.
Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.
Ethics – Satisfy the Fitness Standards for Candidates for CFP^® Certification and Former CFP^® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP^®

Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks:

Ethics – Commit to complying with CFP Board’s Code and Standards. This includes a commitment to CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP^® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP^® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client.

Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards.

Certified investment Management Analyst^® (CIMA^®)

The CIMA^® certification signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for investment management consulting. The designation is administered through the Investment Management Consultants Association (“IMCA”). Prerequisites for the CIMA^® certification are three (3) years of financial services experience and an acceptable regulatory history. To obtain the CIMA^® certification, candidates must pass an online Qualification Examination, successfully complete a one-week classroom education program provided by a Registered Education Provider, pass an online Certification Examination, and have an acceptable regulatory history. CIMA^® designees are required to adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA^® designees must report 40 hours of continuing education credits, including two (2) ethics hours, every two (2) years to maintain the certification.

Chartered Financial Consultant^® (ChFC^®)

Chartered Financial Consultant® is a professional certification granted in the United States by The American College for Financial Services. The ChFC^® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold ChFC^® certification. Currently, more than 48,000 individuals have been awarded ChFC^® certification.

The ChFC^® designation is financial planning’s highest standard of knowledge and trust. The ChFC^® designation allows an advisor to meet the advanced financial planning needs of individuals, professionals, and small business owners. The information covered during this course consists of in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.

To receive the ChFC^® designation, an individual must satisfactorily fulfill the following requirements:

Education Successfully complete required courses and electives in the ChFC® program.
Experience Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year).
Code of Ethics Agree to be bound by the Code of Ethics which includes the Professional Pledge and eight Canons.
Professional Pledge "In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself."

The Canons:

Conduct yourself at all times with honor and dignity.
Avoid practices that would bring dishonor upon your profession or The American College.
Publicize your achievements in ways that enhance the integrity of your profession.
Continue your studies throughout your working life so as to maintain a high level of professional competence.
Do your utmost to attain a distinguished record of professional service.
Support the established institutions and organizations concerned with the integrity of your profession.
Participate in building your profession by encouraging and providing appropriate assistance to qualified persons pursuing professional studies.
Comply with all laws and regulations, particularly as they relate to professional and business activities.

Individuals who receive the ChFC® designation and wish to continue to use the designation need to complete 30 hours continuing education of every two years to maintain competence and keep up with developments in the financial planning field.

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