Certified Financial Planner
For almost 30 years, Roger Manske has worked in the financial services industry. He operates an independent private fee for service financial planning business in the Chicago western suburbs. He is a graduate from Roosevelt University-Chicago and is licensed as a Certified Financial Planner (CFP) by the CFP Board of Standards.
What is a Certified Financial Planner (CFP)? Though many people can call themselves a financial advisor, only properly educated and experienced individuals can qualify and apply for the designation of Certified Financial Planner. The license to use the marks CFP is authorized only by the CFP Board of Standards, which is a nonprofit professional regulatory organization. Besides meeting the educational & experience requirements; a background check; an ethic requirement; and a two-day examination must be passed. Though some feel that the two day examination is too difficult (pass rate is around 50%), the difficulty of the test is to insure that only the best qualified individuals will be allowed to obtain the designation of a Certified Financial Planner (CFP). Peer review, continuing education, & ethical practices are all required in order to maintain the designation of a Certified Financial Planner.
For more than 25 years, graduates of the Certified Financial Planner program offered by the College of Financial Planning-Denver has provided a relevant and distinguished education in comprehensive personal financial planning. Its graduates are cited consistently as the best in their field. Roger Manske is a graduate of this program.
Roger Manske has passed all tests and qualifications to received Accreditation in Accountancy and is allowed to use the designation Accredited Business Accountant/Advisor(ABA) by the Accreditation Council for Accountancy and Taxation-Virginia. Continuing education and ethical practices are required to maintain this designation.
After passing the College for Financial Planning-Denver-Retirement Planning Counselor program, and satisfying other requirements, he was granted the designation of Charter Retirement Planning Counselor. Professional conduct and other requirements are necessary to maintain this designation.
Roger Manske has other earned designation and educational accomplishments. He believes continuing education is fundamental and critical in providing comprehensive financial planning to the general public. New investment products, theories and strategies are created almost daily. Tax laws change each Spring and Fall. The laws of economics flow and change constantly. Continuing education is critical to be able to provide clients with up to date strategies and approaches to help them succeed financially. Education is very important to him. Though some advisors may consider the hours that he has accumulated to be excessive, he feels that they are necessary in order to provide his clients with the best possible up to date advice and strategies. In the past five years alone, he has completed over 450 continuing education hours.
Roger Manske is registered as an Investment Adviser under the provisions of Section 8 of the Illinois Securities Law of 1953.