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The Certified Financial Planner™ professional is one of the most recognized and respected credentials in the financial industry. Take it from the Wall Street Journal, which notes that “Anyone can hang out a sign as a financial planner, but that doesn’t make that person an expert … It’s best to go with a certified financial planner (CFP), which is an instant signal of credibility.”
To learn more about the CFP designation, watch the video below or visit LetsMakeaPlan.org.
The Certified Private Wealth Advisor® designation continues to be one of the most distinguished certifications a wealth advisor can earn and is administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.
To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, planning for executives, tax planning, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification. Visit www.investmentsandwealth.org for more information.
Rutgers University Rutgers University
Bachelor of Arts (B.A.), Economics/Finance/Psychology
Completed 1998 – 2002
Activities: Undergrad Studies, Collegiate Wrestler, Martial Arts
University of Chicago Booth School of Business Executive Education
Completed, Executive Education
Education 2021 - 2021
Activities and societies: Omar F. Cujar holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.
Florida Atlantic University
Completed Executive Continuing Education - Attended the FAU College of Business to attain my CFP® designation
2005 - 2006
The Certified Financial Planner (CFP®) designation is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to financial analysts who possess a bachelor’s degree or equivalent, complete a CFP Board-registered education program or equivalent, pass a ten hour examination over a two day period, have 36 months of qualifying professional work experience, meet certain character and fitness standards, and pass a background check. The CFP® designation requires 30 hours of continuing education every two years.