About Us

Craig E. Lewis, CFP®

Certified Financial Planner™             bio picture

Craig E Lewis attained his CFP® (Certified Financial Planner™) designation in March of 1984 and has over thirty years of experience in the financial planning and investment business. He is a Registered Securities Principal, and holds various licenses in the investment field. For the past five years Mr. Lewis has been active in the school system retirement plan business developing and implementing investor education. Through the use of videos and personal speaking engagements, Mr. Lewis has developed tools for enhancing retirement plan participation and understanding.

After graduating from the University of Georgia, he served as the Area Director in Montgomery Alabama and Athens Georgia for the Young Life Ministry from 1977 to 1981. From 1981 to 1987, Mr. Lewis was an investment broker with A. G. Edwards specializing in financial planning and investment management. From 1987 to 1991 he was an associate with the Atlanta financial planning firm of Professional Planning Associates. From 1991 to 2007 Mr. Lewis managed his own financial planning and investment advisory business.

Mr. Lewis has taught courses on financial planning and investment issues at Brenau University’s BULLI program, and the Continuing Education programs for Pickens Tech, and the University of North Georgia.

Mr. Lewis is married to the former Jackie Sue Ferguson of Marietta, Georgia, and has two sons, Joshua and Phillip and one daughter, Amy. He is a member of the Gainesville, Georgia Chamber of Commerce, First Baptist Church, and Young Life Committee.

Contact Information:

Phone 770.287.4933

Craig@investingschool.org

CFP Explanation from form ADV part 2

The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.

To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
  • Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
  • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.
  • CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.

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