Haley Tolitsky, '18, Earns CFP® Designation August 13, 2020 - Cooke Capital is proud to announce that Haley Tolitsky, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER and CFP® certification marks in accordance with CFP Board certification and renewal requirements. According to the CFP Board, only 23.2% of CFP® professionals are women and 5.4% are under the age of 29. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.