Insight Asset Management
Our Mission Blog
Our Team FAQs
Our MissionBlog
Insight Asset Management
Our TeamFAQs
Why Group Retirement Plans Are a Win for Business Owners
Why Group Retirement Plans Are a Win for Business Owners
Matthew TuftNovember 20, 2024
RSUs or Stock Options
RSUs or Stock Options
Stacie CraddockJune 12, 2024
Retirement Strategies for Business Owners
Retirement Strategies for Business Owners
Stacie CraddockJune 12, 2024
Tax Mitigation - By: Matt Tuft
Tax Mitigation - By: Matt Tuft
Stacie CraddockMay 3, 2024
Planning for the Golden Years
Planning for the Golden Years
Stacie CraddockMarch 11, 2024
Making Money on I Bonds was Easy, the Tax Paperwork Isn't...
Making Money on I Bonds was Easy, the Tax Paperwork Isn't...
Stacie CraddockMarch 11, 2024

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INSIGHT ASSET MANAGEMENT
650 South Cherry Street, Suite 840 Denver, CO 80246

Phone: 303-691-1808   |   Fax: 720-328-4898   

Email: IAMteam@insightassetmgmt.com


Insight Asset Management provides investment advisory services and is licensed to provide investment advisory services through Panoramic Investment Advisors, a Registered Investment Adviser.

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Minimum Qualifications for the Certified Financial Planner™ (CFP®) Designation:
Some of our Investment Adviser Representatives are certified for financial planning services in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, they may refer to themselves as a CERTIFIED FINANCIAL PLANNER™ professional or a CFP® professional, and they may use these and the CFP Board’s other certification marks (the “CFP Board Certification Marks”). The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.CFP.net.

CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements:

  • Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas the CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course.

  • Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations.

  • Experience – Complete 6,000 hours of professional experience related to the personal financial planning process or 4,000 hours of apprenticeship experience that meets additional requirements.

  • Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks:

  • Ethics – Commit to complying with the CFP Board’s Code and Standards. This includes a commitment to the CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client.

  • Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards.