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Thursday, 21 July 2011 19:01

Financial

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Missy Carlson of the financial services firm Edward Jones in Huntersville has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP. Carlson successfully completed CFP Board’s initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.

Individuals who hold CFP certification must agree to meet ongoing continuing education requirements and uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. ...

Tammi Murphy, client relations manager of Karp Financial Strategies of Mooresville, has earned her Associate’s Degree through LPL Financial’s AdminU Program. The Admin U Program is a strategic educational curriculum designed to enhance effectiveness in client service, office management, leadership, operations and marketing. An associate’s degree is the second of three levels offered, each involving 10-15 hours of course work.

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