Popular Topic(s): Certification
Sheila Hoopes Earns CFP® Certification
Sheila Hoopes Earns CFP® Certification We’re pleased to announce Sheila Hoopes, a CCMI financial planning associate, has successfully completed her CERTIFIED FINANCIAL PLANNER™ certification. This…
Kim Benson Earns Certified Financial Transitionist Designation
It’s our pleasure to announce that Kim Benson, CFP®, CPA, has added the Certified Financial Transitionist® (CeFT®) designation to her title. The certification focuses on…
Brian Matter Earns New Designation
We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is…