Katie Earns Certified Retirement Plan Professional® Designation!

We are excited to share that after a year and a half of study at Notre Dame, the University of Texas, and online, Katie has successfully completed the requirements to hold the Certified Retirement Plan Professional® (CRPP®) designation granted by the Cannon Financial Institute! Katie’s exam score was a 99% and she graduated with honors!  Katie loves learning and expanding her knowledge.  We are so proud of your hard work and dedication to our clients, Katie Sanchez, CRPP®, AIF®!

The CRPP® is based on a set of industry-wide competencies covering concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in the retirement plan services field.