Kay Anderson Completes Estate Planning Module
We are proud to announce that Kay Anderson has reached a key milestone as she works towards earning her CERTIFIED FINANCIAL PLANNER™ certification.
By completing the estate planning module, Kay has developed a strong understanding of the estate and gift tax system, including strategies for developing personal estate plans.
“In addition to her 10 years of hands-on experience at CAS, Kay’s alignment with the CFP® program enriches her understanding and delivery of services for the families we serve,” said Kim Ciccarelli Kantor, President of Ciccarelli Advisory Services. “We are very pleased with her continued passion for learning.”
The CFP® designation, offered through the American College, is widely regarded as one of the most prestigious financial educational programs. Kay’s dedication to continuing her education exemplifies our passion for providing families with knowledgeable advice and financial planning expertise.
Prior to completing the estate planning course, Kay mastered several other topics that are essential to wealth management: the financial planning process and environment, insurance planning, income taxation, planning for retirement needs, and investments.
This fall, Kay will begin her capstone course: the case analysis. She will create a comprehensive financial report, and present the material as if she were meeting with a client.
After she completes the case analysis, Kay will be eligible to take the CFP® exam – the final step in attaining the designation. The six-hour exam covers the core concepts from all previous modules, with an emphasis on applying critical thinking skills and financial planning knowledge to real-life scenarios.
At Ciccarelli Advisory Services, we focus on what matters to your family because we are a family. We embrace a holistic approach to wealth management and financial planning. Our family of advisors and staff is dedicated to promoting the financial well-being of your family – today and for generations to come.
