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CFP® – Certified Financial Planner®

Issued by: Certified Financial Planner Board of Standards, Inc.

Prerequisites/Experience Required: Candidate must meet the following requirements:

  • A bachelor’s degree (or higher) from an accredited college or university, and
  • 3 years of full-time personal financial planning experience

Educational Requirements: Candidate must complete a HCFP-board registered program, or hold one of the following:

  • CPA
  • ChFC®
  • Chartered Life Underwriter® (CLU®)
  • CFA®
  • D. in business or economics
  • Doctor of Business Administration
  • Attorney’s License

Examination Type: CFP® Certification Examination

Continuing Education/Experience Requirements: 30 hours every 2 years

More Information: https://www.cfp.net

Copyright © 2025 Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC is a member of M Financial Group. Please go to mfin.com/Disclosure for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0K11552

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 6002666.1

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Bethlehem, PA 18018

(610) 694-0900

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN

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