Certifications

Certifications held by members of Wakeley Financial Services:

CFP® Certified Financial Planner® Professionals

This is our proof of completion of the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process to make sure the public has access to professional financial advisory services. It requires adhering to a strict code of ethics and requires 30 hours of continuing education credits every 2 years. 

 CFS Certified Fund Specialist

The Certified Fund Specialist is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio. Modern portfolio theory is a key part of the program. Armed with MPT and other selection criteria, a suitable and efficient portfolio using closed-end, exchange-traded, and open-end funds can be derived.

Enrolled Agent

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.