Candace is a Client Advisor at Glassman Wealth Services. With over a decade of experience in the financial planning industry, she utilizes her empathy for others and her extensive knowledge to help clients plan for their future.
Candace earned her Bachelor of Arts degree at the University of Virginia, and her Certificate of Financial Planning (CFP®) from Boston University’s Center for Professional Education. She is also an IRS Enrolled Agent (EA). She currently resides in Washington, D.C., with her miniature Golden-Doodle George.
Fun Fact: Candace is fluent in French, and spent nine months in Montpelier, France, teaching English to students.
Session Information
Beyond the CFP: Additional Certifications
We all know that the CFP is the gold standard of certifications in the financial planning industry. However, once you reach that milestone, is it worth it to seek additional certifications? You have to consider the time commitment to study, the financial expense of exame fees and ongoing dues, the annual continuing education requirements and much more. In this session, you will hear from three financial advisors who have a total of five different certifications between them. They will share why they decided to pursue additional certifications, how it has (or has not) served them in their career, and what they would recommend to those considering getting certified beyond the CFP!