It's officially summer and ...

Caissa had a reason to celebrate, so we took in a Twins game!

Merissa just hit a big milestone on her path to achieving her CFP designation - HUGE congrats to her. 

 
One of the qualifications toward earning th e CFP designation requires passing a pretty grueling exam crisscrossing areas of expertise across estate tax law, personal income tax, ERISA law, social security rules, investment analysis and insurance. You are required to be a CPA, an attorney or pass 5 intensive exams to even sit for the CFP exam (which takes two full days to complete!). 

The CFP is becoming the new bar for advisors helping clients. While it doesn't indicate the quality of the advisor, it does represent that they are educated and knowledgeable in areas where clients need good advice. 

Much like the accounting world, many people would prefer to have their tax return prepared by a licensed CPA who is required to maintain several hours of continuing education annually to keep abreast of the changing tax world. As a CFP, we have very similar requirements in order to maintain our designation and our knowledge. At Caissa, only an advisor with a CFP designation can work with clients on their financial plan. Just one of the many high standards we hold ourselves accountable to. 

 
Congratulations Merissa for clearing hurdles on your way to the exam! It's no small feat!