Adam Bergeron Passes Estate Planning Exam

Posted by Brittany Landry on August 31, 2020

Congratulations to our Paraplanner, Adam, for passing the final exam for the Estate Planning course! This course is the sixth of seven courses that comprises the CFP® Certification Education Program at the College for Financial Planning. The course covered various aspects of estate and gift tax planning.

After the seventh course, Adam will be eligible to sit for the CFP® exam, which tests an individual's ability to apply financial planning knowledge to real-life situations.

Well done, Adam!

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