Qualifications
Lyman H. Jackson, Certified Financial PlannerTM
Education
- Financial Planning Program, Boston University and
College for Financial Planning
- Certificate in Pensions and Employee Benefits, Bentley College
- Masters in Business Administration, Northeastern University
- Bachelor of Science in Business Administration, Boston University
In July 2004 Mr. Jackson sat for and passed the CERTIFIED FINANCIAL PLANNER™ examination and is a CFP® certificant.
CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education, to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP logo.
A CFP practitioner is a financial professional authorized to use the CFP certification marks who has identified himself or herself to CFP Board as being actively engaged in providing financial planning services. All CFP certificants have voluntarily submitted to the regulatory authority of CFP Board. For more information about the CERTIFIED FINANCIAL PLANNER™ designation, go to www.cfpboard.net.
Mr. Jackson currently holds several securities registrations including Series 6, 63, 7, 65 and 26.
He is also a licensed Insurance Producer (MA) for Life, Accident & Health, including long-term care.
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