We are thrilled to announce Stacey Anderson and Taylor Bell have completed their QPFC and CFP® credentials (respectively).
If you’ve followed Colton Groome Financial for any length of time, it’s no surprise that we pride ourselves on our TEAM approach. As Phil Jackson once said:
“The strength of the team is each individual member. The strength of each member is the team.”
Over the past year, the ladies of Colton Groome Financial have doubled down in their continued education courses. After solid dedication and commitment, both Taylor Bell and Stacey Anderson completed their exams for the following designations, respectively: The Certified Financial Planner™, and the Qualified Plan Financial Consultant.
Stacey’s QPFC is a Retirement Plan-specific credential, designed for professionals who sell, advise, market, or support qualified retirement plans.
The QPFC program instills an understanding of general retirement planning concepts, terminology, distinctive features of plans, and the fiduciary role of retirement plan professionals. To receive the QPFC designation, Stacey was required to hold a FINRA license, and demonstrate proficiency of plan administration, compliance, investments, fiduciary responsibility, and ethics issues. (View National Association of Plan Advisors for additional information)
Taylor earned her CFP®, a vital step to accelerate financial planning client-care.
Taylor is certainly the utility player of our CGF office. As our acting CCO and COO, she also serves clients personally in wealth management and financial planning. The Certified Financial Planner™ designation is the “Standard of Excellence” in personal financial planning. * This credential ensures a financial professional is educated and capable of creating a comprehensive plan:
- The CFP® professional must:
- hold a bachelor’s degree
- have 5 or more years’ experience in the financial industry
- *show exam proficiency in—
- professional conduct and regulation,
- the principles of financial planning,
- risk management,
- insurance planning,
- investment planning,
- tax planning,
- retirement savings,
- income planning,
- estate planning,
- psychology of financial planning,
- and financial plan development.
These powerhouse women achieved their goals while serving full-time working roles; and while holding their every-day responsibilities as mothers and wives. We could not ask for more from our incredible employees. Thank you for growing the strength of our team.
Congratulations, Stacey and Taylor! You’ve certainly earned it!
