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Jackson, Michigan – June, 27, 2019 – Candace Hackborn, CFP ®, CPWA ® at Paramount Wealth Management in Jackson, Michigan, recently earned the Certified Private Wealth Advisor ® certification, administered by Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mrs. Hackborn has worked at Paramount Wealth Management since 1996 and is instrumental in creating financial plans personalized to each client’s unique perspectives and visions.

To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification. Visit www.investmentsandwealth.org for more information.

 

 

 

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