Griffith earns financial planning designation

  • Monday, January 14, 2013

Summerville resident Marlee Griffith, has successfully completed the Registered Paraplanners Professional Designation Program, according to The College for Financial Planning, located in Denver.
Individuals who complete the educational materials, pass a final exam, sign a code of ethics and disclosure form, and complete an internship earn the right to use the RPSM mark.
Marlee Griffith is the Client Service Manager at Koebel Investment and Financial Services, located on Trolley Road. She works with Jerry A. Koebel, a Financial Advisor and Certified Financial Planner with LPL Financial.
The Registered Paraplanners Professional Designation Program offers individuals practical knowledge of the financial planning process and the five disciplines of financial planning. The program provides immediately applicable information for busy professionals. Study topics include the financial planning process, financial statements and cash flow management, time value of money, equities and debt instruments, and tax planning.


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