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Recommended Resources

Info about our certifications:
CFA Institute – www.cfainstitute.org
Certified Financial Planner (CFP) Board of Standards – www.cfp.net
Certified Trust and Financial Advisor (CTFA) Certification – www.aba.com/Training/Certifications/Pages/CTFA.aspx

Regulatory organizations:
U.S. Securities and Exchange Commission (SEC) – www.sec.gov
Board of Governors of the Federal Reserve System – www.federalreserve.gov
U.S. Internal Revenue Service (IRS) – www.irs.gov

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