In order to receive this designation, students must complete six courses that meet one night per week, over a 12-month period. Upon successful completion of the program, students are eligible to sit for the CFP» Certification Examination. CBU offers the program in partnership with Kaplan Financial.
The following individuals graduated (employers are noted in parentheses):
Becky Bridgmon (Morgan Stanley)
Cheri Letrece Dortch (Huey’s)
Brian Kevin Douglas (Ameriprise Financial Services)
Allison Elizabeth Fields (TD Capital Management)
Jonathan R. Fratesi (Financial Resource Management)
Christopher David Kauker (Ameriprise Financial Services)
Melissa Myer Melton (TD Capital Management)
Dudley “Hal” Otey (Hal Otey Financial)
John T. Peterson (Morgan Stanley)
Tina Pillow (First Tennessee Bank)
Starling M. Reese, Jr. (U.S. Navy-Retired)
Lauren L. Rower
Barbara C. Williamson
New classes are being offered beginning January 24. For additional information about the Certificate in Financial Planning program at CBU, contact Jacque Mahr at (901) 321-3315.