Katherine Woolever Achieves the CFP® Certification

Integris Wealth Management is thrilled to announce that Katherine Woolever has obtained her CFP^® certification. In her current role as Paraplanner, Katherine works closely with our Advisors in the preparation and analysis of financial plans for our clients.

“This accomplishment is the culmination of a year of studying and working toward this incredible achievement.  Her commitment to professional growth and dedication to the work we do for our clients make this accomplishment even more impressive,” said Allison Barrientos, Chief Advisory Officer, Partner, and Advisor. ”Congratulations Katherine!”

About the CFP® certification

The CERTIFIED FINANCIAL PLANNER™ certification is known as the standard of excellence for financial planners. Certificants are required to accrue at least 6,000 hours of relevant experience, complete the below curriculum covering 70 topic areas, pass a six-hour exam, and agree to always act in a fiduciary capacity by putting client interests first.

• Professional Conduct and Regulation
• General Principles of Financial Planning
• Risk Management and Insurance Planning
• Investment Planning
• Tax Planning
• Retirement Savings and Income Planning
• Estate Planning
• Psychology of Financial Planning
• Financial Plan Development

Achieving the CERTIFIED FINANCIAL PLANNER™ certification demonstrates a high level of training, experience, and ethical standards. Once an individual has obtained the CFP® certification, professionals are additionally required to complete continuing education requirements to stay well-versed in a wide range of financial planning topics and commit to upholding the CFP® Board’s Code of Ethics and Standards of Conduct.