Nice job, Scott! Congrats!
Financial Advisor | CFP® | CAP® | ChFC® | CLU ® | RICP® | Rotarian | Pride Ambassador | Advocate/Ally for BIPOC & LGBTQ+ Communities
It seems I can't let a year go by without trying to achieve another credential. This one was honestly one of the tougher ones as there is so much nuance to qualified retirement plans, and they really take a team to administer and keeping track of everyone's roles can be a challenge! I’m happy to share that I’ve obtained a new certification: Qualified Plan Financial Consultant (QPFC) from American Retirement Association!
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