The staff at MCS Financial Advisors has many years of practical experience in the personal wealth management industry. Individuals on our staff have completed course training and certification from several highly respected financial organizations. We are registered members of the most prominent professional associations in our field. We have provided the following information for you to learn more about these associations:
The mission of the CFA Institute is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
First awarded in 1963, the Chartered Financial Analyst® (CFA®) charter has become known as the gold standard of professional credentials within the global investment community. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
For more information, visit: www.cfainstitute.org
CFP Board of Standards
The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
Founded in 1985 as a nonprofit professional regulatory organization, Certified Financial Planner Board of Standards Inc. (CFP Board) exists to benefit the public by fostering professional standards in personal financial planning.
For more information, visit: www.CFP.net
Family Firm Institute: FFI
The Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers and to increasing public awareness about trends and developments in the family business and family wealth fields.
FFI was founded in 1986 by a group of professionals and family business executives who recognized the need for interdisciplinary collaboration in the family business field. These pioneers in the field originally envisioned FFI as a "three-legged stool" focused on serving a membership encompassing consultants, educators and family business owners.
For more information, visit: www.ffi.org
Financial Planning Association: FPA
The FPA core values are centered on the belief that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions.
The Financial Planning Association® (FPA®) was formed by merger of the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planners (ICFP) in 1999 and connects those who need, support and deliver financial planning. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.
For more information, visit: www.fpanet.org
National Association of Personal Financial Advisors: NAPFA
The mission of NAPFA is to promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values.
Since 1983, consumers across the country have looked to the National Association of Personal Financial Advisors (NAPFA) for access to financial professionals who meet the highest membership standards possible for professional competency, comprehensive financial planning, and Fee-Only compensation.
For more information, visit: www.napfa.org
2012 Eugene Consultant Directory
There are going to be times when an outside perspective is necessary. Whether your business is a start-up, multi-generational, or in between, it can benefit from the insights and skills of a seasoned consultant. Here we provide a comprehensive list of consultants for the Eugene-Springfield area.
Click Here for your Complimentary Consultant Directory