Matthew J. De Vries of the financial services firm Edward Jones in West Fargo, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP.
De Vries successfully completed CFP Board's initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.
Individuals who hold CFP certification must agree to meet ongoing continuing education requirements and uphold CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy.