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Financial consultant certified with CFP

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business briefs Detroit Lakes, 56501
Detroit Lakes Online
(218) 847-9409 customer support
Detroit Lakes Minnesota 511 Washington Avenue 56501

Kevin M. Mann, investment consultant of Raymond James Financial Services in Detroit Lakes, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP, Certified Financial Planner and CFP (with flame design) in accordance with CFP Board certification and renewal requirements.

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Mann specializes in working with individuals and businesses with their investment and life insurance needs. Some of the services he offers include: Asset management, business retirement plans, estate planning, life insurance and annuities, mutual funds, retirement planning, stocks and bonds.

These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: The financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification mark, federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

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