What does it mean when an advisor is authorized to use the Cambridge SystemTM* ?
Before being authorized to use the Cambridge SystemTM*, advisors first meet certain requirements and then must participate in an intensive one-year training program. Advisors must be Certified Financial Planners (CFPs) or hold comparable designations (e.g.: CPA, CPA/PFS, ChFC). Most Cambridge advisors also hold one or more advanced educational degrees (e.g.: MBA, PhD, JD). In addition, advisors must comply with federal and state investment advisor regulations, have significant professional experience, participate in extensive continuing education, and be committed to the fee-only philosophy and to serving Middle America.
