Our Qualifications

Education, Certification, Experience

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Qualified and Experienced Financial Planners

Sharing your financial dreams, successes and shortcomings can be an intimidating process, so you want to make sure you select a highly credentialed financial planning firm that is staffed by professionals who have the training, qualifications, and experience to guide you every step of the way.

The Enrichment Group is composed of an elite group of financial planners with more than 10 certifications that include some of the most rigorous in the industry. You can rest assured that you will experience professional transition planning servicesfinancial planning services, and portfolio management services that will help you achieve ongoing personal and financial success, now and in the future.

CFP_logo A CERTIFIED FINANCIAL PLANNER™ Practitioner is a college graduate who has completed rigorous educational training, passed a certification exam, worked full-time for at least three years in a qualifying financial advisory position, and meets strict ethical requirements. The Enrichment Group is proud to have 4 CERTIFIED FINANCIAL PLANNER™ Practitioners on our team.
CFA_logo The Chartered Financial Analyst (CFA) designation is a globally recognized accreditation that represents the highest ethical and professional standards in the financial services industry. Candidates must have 4 years of qualified work experience, complete the CFA mastery program of three 6-hour examinations and meet strict ethical standards. The Enrichment Group is proud to have a Chartered Financial Analyst on our team.
RP_logo A Registered ParaplannerSM (RP®) has completed rigorous coursework, a 3-month internship and passed a final examination demonstrating their mastery of the financial planning process and concepts. The Enrichment Group is proud to have 4 Registered ParaplannersSM on our team.
SuddenMoney_logo Sudden Money advisors are financial life transition specialists who have been trained in the art and science of transition, and have been taught the optimal way to guide clients through turbulent and transformative times. All of our financial planners have received Sudden Money training, and we are proud to have 3 Sudden Money Advisors and transition specialists on staff at The Enrichment Group.

 

If you or someone you know is looking for a financial planning firm you can trust, then please consider The Enrichment Group.

Contact us online or call (305) 274-1600.