Posts Tagged ‘Certifications’
Cory Briggs Earns the Certified Financial Planner™ (CFP®) Designation
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has earned the Certified Financial PlannerTM (CFP®) designation. This brings the firm’s total CFP® professionals to seven. “Obtaining the CFP® certification is a significant achievement in the financial industry because it requires the comprehension of a very large body of knowledge in financial planning,…
Read MoreCory Briggs Passes the Certified Financial Planner (CFP®) Board of Standards Examination
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has passed the Certified Financial Planner (CFP®) Board of Standards Examination. The 7-hour CFP® certification examination is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. “There’s…
Read MoreCEFEX Honors 12 Certified Firms for Their Decade of Adherence to a Defined Standard of Practice
Petersen Hastings, Registered Investment Advisor, located in Kennewick, WA, announced today it has been named one of the 12 certified firms honored by CEFEX for a decade of adherence to a defined standard of practice.
Read MoreBailey Rivas Earns Accredited Investment Fiduciary (AIF®) Designation
Petersen Hastings is proud to announce that Bailey Rivas, Associate Wealth Advisor, has earned the Accredited Investment Fiduciary® (AIF®) designation from Fi360. The Fi360 organization offers training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making process of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability…
Read MoreJeff Petersen Earns NACD Certificate in Cybersecurity Oversight
Petersen Hastings is proud to announce that Chief Executive Officer, Jeff Petersen, has earned the National Association of Corporate Directors (NACD) Certificate in Cybersecurity Oversight, issued by the Software Engineering Institute at Carnegie Mellon University. The Certificate in Cybersecurity Oversight brings together the professional development capabilities of NACD to deliver a cyber education and resource…
Read MoreCory Briggs Earns Accredited Investment Fiduciary (AIF®) Designation
Petersen Hastings is proud to announce that Cory Briggs, Associate Advisor, has earned the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360). The fi360 organization offers training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making process of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability…
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