Prosperity Planning’s Alyssa Hon Awarded CFP® Certification

The certification expands the financial planning role Hon can provide to clients.

Prosperity Planning, Inc., announced today that Associate Financial Advisor Alyssa Hon has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Hon’s achievement makes her the sixth team member to attain the designation at the firm, a Registered Investment Advisor (RIA) in Kansas City, MO.

“We are proud of Alyssa for this milestone,” said firm President Cindy Richey, CFP®, CDFA®. “Alyssa is passionate about helping people, and attaining the CFP® certification expands on her ability to assist.”

The CFP® mark is one of the financial services industry’s most respected credentials. The CFP Board administers the certification and requires advisors to meet extensive education, experience, and ethics requirements.

Hon spent two years completing the coursework, which included:

  • Professional Conduct and Regulation

  • General Principles of Financial Planning

  • Risk Management and Insurance Planning

  • Investment Planning

  • Tax Planning

  • Retirement Savings and Income Planning

  • Estate Planning

  • Psychology of Financial Planning

  • Financial Plan Development

In March, she sat for the six-hour exam to demonstrate her ability to apply financial planning knowledge to real-life questions. In addition, she must serve as a fiduciary to clients, complementing Prosperity Planning’s fiduciary requirement as an RIA.

“I was thrilled when I received the notice that I had passed the exam,” Hon said. “My objective has always been to help people achieve their financial goals, and the CFP® education has enabled me to do even more.”

Hon joined Prosperity Planning in 2019. A former Marine, she has a Bachelor of Science in accounting and finance from Missouri Western State University.

About Prosperity Planning Inc.

Prosperity Planning, Inc., is a fee-only wealth management firm in the northland of Kansas City, Missouri, helping clients transform success into prosperity. With designations that include the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) certifications, the Prosperity Planning team provides comprehensive financial planning, tax planning, and investment management to pre-retirees, business owners and entrepreneurs, divorcees, and high-income women. Learn more at prosperityplanninginc.com.