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…