Wealth Planning

ADVANCED CREDENTIALS:

The Certified Private Wealth Advisor® (CPWA®) Certification

Our founding partners strongly believe in being students of their craft and have attained some of the highest credentials in the industry. This includes Luke’s CPWA® certification, which is designed to instill seasoned professionals with in-depth knowledge of multidisciplinary strategies to serve high-net-worth clients.

Administered by the Investments & Wealth Institute, the program is taught exclusively at the prestigious University of Chicago Booth School of Business, where Luke completed an intensive executive education program and a stringent examination process.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification 

Luke became a CFP® professional over 10 years ago 

1 “Retirement Mindset Study.” Fidelity Investments®, 2019.

2 ”Investments and Wealth Institute Profile.” Cerulli Associates, 2019.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

This designation, coupled with his CPWA® certification, represents a rare depth of wealth planning expertise on which FORM Wealth clients can rely for guidance

Investment Management

ADVANCED CREDENTIALS:

“Wisdom comes from the education you have achieved and  learning from the experience of others who have come before you. We respect the sacrifice it takes to save and work hard and plan for your future. We’re here to provide wisdom and guidance to help you accomplish that future.”

Tyson Ray  CFP®, CIMA®
FORM | Founding Partner
Senior Wealth Advisor

The Certified Investment Management Analyst® (CIMA®) Certification

By obtaining the CIMA® certification, Tyson has reached one of the highest levels of advanced education available for client-facing advisors. The program covers a broad knowledge domain from global capital markets to the technical components of behavioral finance and risk attributes.

It is administered through the Investments & Wealth Institute, taught in conjunction with the Yale School of Management and achieved through a rigorous process of study and examination.

The Certified Exit Planner (CExP™) Certification

Tyson has completed the prerequisites, training and examinations required to achieve this highly specialized credential. Issued by the Business Enterprise Institute, Inc (BEI), the Certified Exit Planner (CExP™) certification enables Tyson to design and execute exit plans for owners looking to transition out of their businesses on their own terms.

This expertise has been integrated into FORM Wealth’s service platform, so that business owners and entrepreneurs can plan their transition in the context of their family’s financial security.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification

Tyson became a CFP® professional over 10 years ago

3 www.investmentsandwealth.org/CIMA. 2020

4 Ibid.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and/or Certified Investment Management Analyst®. Use of the CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This designation, coupled with his CIMA® and CExP™ certifications, represents a rare depth of investment management expertise on which FORM Wealth clients can rely for guidance

Our Commitment to Education

Since the very beginnings of FORM Wealth, we have collectively sought to expand our knowledge and expertise through every available channel. These are a few of the ways that commitment has taken shape.

Heightened Ethical Standards

Just as important as the technical component of these credentials is their ongoing ethical requirements. Adherence to their codes of conduct deepens our ethical commitment to clients, which already incorporates the fiduciary standard of care and FORM Wealth’s internal code of ethics.

Ongoing Certification Requirements

Each time a member of the FORM Wealth team acquires a new designation, it’s not just something they’ve achieved, it’s a standard they’ve committed to uphold. Most require a detailed list of ongoing requirements including continued education and keeping up with current trends.

Quality Core Credentials

While CIMA®, CPWA® and CExP® are among the highest credentials available to experienced professionals, we have also taken care to ensure that our foundational knowledge is of a superior quality. Altogether with the variety and depth of our accreditations, we can help each client grow their wealth, define their legacy and create a better life.

The FORM Wealth Culture

Ongoing education and the pursuit of knowledge is ingrained in the culture at FORM Wealth. Our Founding Partners lead by example and we encourage all members of our team to continuously strive to enhance the insight we’re able to share with clients.