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Board of Standards

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.

FINRA

The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. In today's fast-paced and complex global economy, FINRA is a trusted advocate for investors, dedicated to keeping the markets fair, ensuring investor choice and proactively addressing emerging regulatory issues before they harm investors or the markets.

Florida Department of Financial Services

The Department of Financial Services is tasked with protecting Floridians' tax dollars, investigating insurance fraud, informing consumers, upholding fire safety, and helping Florida's businesses and people.

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