Financial Planning Association

Held an annual conference for the financial planning industry and members to learn about financial planning issues & earn educational credits as required by the CFP Board of Standards, the State of Minnesota, the National Association of the State Board of Accountancy, the Investment Management Consultants Association, & the Minnesota Board of Continuing Legal Education. Up to 15 continuing education units.

Held special events for consumers, financial planning industry & members to learn about financial planning issues, including focus on educating consumers about financial planning as well as students & career changers with scholarships provided for their continued education to attain the certified financial planner designation.