Pinnacle Investment Management, Inc. is a comprehensive investment management and financial planning firm committed to the financial future of our clients.

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Educational Information

What Is A CFP?

Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716

Certified Financial PlannerTM


Certified Financial Planners have satisfied extensive education and
experience requirements in the fields of financial planning, investment
management, estate planning, tax planning, employee benefit and retirement
planning and insurance.

Certified Financial Planners are committed to competent and ethical
behavior when providing financial planning. The CFP certification process
includes demanding education, examination, experience and ethical
requirements. These standards are called “the four Es”.

The CFP Certification Requirements are:

  • Education:
    CFP professionals must develop their theoretical and practical financial
    planning knowledge by completing a comprehensive course of study or
    equivalent experience.
  • Examination:
    CFP practitioners must pass a comprehensive two-day, 10-hour CFP
    Certification. The exam covers the financial planning process, tax planning,
    employee benefits and retirement planning, estate planning, investment
    management and insurance.
  • Experience:
    CFP professionals must have three years minimum experience in the financial
    planning process.
  • Ethics:
    CFP practitioners agree to abide by a strict code of professional conduct,
    known as Code of Ethics and Professional Responsibility, that sets forth
    their ethical responsibilities to the public, clients and employers.