The Standard of Excellence, CFP®

For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements. Your Coston, McIsaac & Shea team, has over 100 years of combined experience, bachelor's or Master's degrees, and the completion of university-level coursework which includes classes that cover major personal financial planning areas: Professional Conduct and Regulation, General Principles of Financial Planning, Risk Management, Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, the Psychology of Financial Planning, and a Financial Plan Development Capstone Course.