Raleigh, NC, January 23, 2017 – Capitol Financial Solutions, a full service financial services firm with offices in Raleigh and Charlotte, NC, as well as in Richmond, VA, today announced that three financial advisors have earned the CERTIFIED FINANCIAL PLANNER ™, five advisors were awarded the Accredited Investment Fiduciary® (AIF®) Designation and one earned the Retirement Income Certified Professional® (RICP®) Designation in 2016.
These additions brings the number of current Capitol Financial Solutions associates who have obtained their CFP® designations to ten, AIF® to nine, RICP® to three.
“Last year was an exciting year for our firm in many ways, but specifically that many of our dedicated financial professionals continued to pursue educational opportunities. It’s truly our clients who will ultimately benefit the most,” said Chessie Ralston, VP of Marketing.
Financial Advisors who have earned their CFP® in 2016 are:
Financial Advisors who have earned the AIF® in 2016 are:
Financial Advisors who have earned the RICP® in 2016 are:
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
AIF Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.
RICP® is an advanced designation earned by individuals working in the retirement income planning field. Requirements for the designation include a minimum of three college-level courses, a series of two-hour proctored exams, and at least three years of experience in the financial services industry. Recipients of the RICP® designation also must meet stringent ethics requirements and participate in The American College’s continuing education program. Retirement Income Certified Professionals® identify retirement income objectives and needs and evaluate a client’s current situation relative to those goals by using the most current techniques. Individuals who earn a RICP® can provide expertise on a broad range of retirement topics.
To learn more about Capitol Financial Solutions and our team, please visit www.capfs.com.
About Capitol Financial Solutions
Capitol Financial Solutions has a team of over 50 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. For more information, please visit www.capfs.com.
Securities and investment advisory services offered through Signator Investors, Inc., member FINRA, SIPC, and a registered investment adviser. 8816 Six Forks Road, Suite 301, Raleigh, NC 27615 (919) 546.0400. 201-201719-345129