About CFP®


Carolyn “Kay” Bruns has been authorized, as of May 11, 2007, by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP® and CFP (with flame design)®  in accordance with CFP Board certifications and renewal requirements.

These marks identify those individuals who have met the rigorous experience and ethical requirements of the CPF 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 the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.  

SMRU  # 003489321




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