Murdock Banner Financial Group announced Chad Appleton has completed the Certified Financial Planner certification from the CFP Board.
Appleton did his coursework through The American College, Bryn Mawr, Pennsylvania. The American College is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for more than 92 years.
Candidates for the CFP designation must complete a minimum of three years of experience, seven courses including a capstone course, as well as a final comprehensive examination through the CFP Board. They must also fulfill stringent experience and ethics requirements. According to the CFP Board, the total number CFP Certificants is 84,420 as of April 30. The designation is widely regarded as the highest standard of knowledge and trust for financial planning professionals.
While Appleton’s series 7 and 66 securities registrations along with his life and health insurance registrations allow him to operate in the securities field, this CFP designation demonstrates an even deeper knowledge base in insurance, income taxation, retirement planning, investments, and estate planning.
Appleton also holds a Bachelor of Science in Actuarial Science and Mathematics from the University of Central Missouri. In addition, he completed his Accredited Investment Fiduciary designation in 2016 from Fi360. Outside of his role at Murdock Banner Financial Group, Appleton is the President for the Warrensburg Early Bird Rotary.