- June 9, 2011 Download our June 1st “Dividend Webinar”
PDF of slides also available by downloading HERE - May 11, 2011
Download our May 4th "Currency Webinar".
Suzanne Stepan Press ReleaseFOR IMMEDIATE RELEASE FIM Group
Suzanne Stepan, CFA, CFP®, Portfolio Manager at FIM Group in Traverse City, MI has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and These 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® certificants 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. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered FIM Group has been assisting clients in achieving financial success for more than 25 years. As a pioneer in the fee-only wealth advisory industry, FIM Group currently manages in excess of $425 million in client assets. With a team of professionals dedicated to making the client experience as rewarding and fulfilling as possible, FIM Group is one of the largest independent investment managers in northern Michigan. Additional Information is available at www.fimg.net. |
. in accordance with CFP Board certification and renewal requirements. Ms. Stepan has worked at FIM Group since 2003, and her primary role is the management of client portfolios.