SUBMITTED NEWS RELEASE
Dawnette Sweet, an associate with TCI Wealth Advisors, recently received the Registered Paraplanner SM (RP) designation. Students who successfully complete the program, pass the final exam, fulfill a three-month internship and comply with the RP® Code of Ethics receive the designation.
“This program gave me a better understanding of all aspects of the financial services industry,” said Sweet. “In addition, I now have the knowledge to answer our clients’ complex questions relating to investing, taxes and insurance.”
The RP® designation is ideal for frontline employees in the financial services industry. The class provides practical knowledge of the financial planning process and all aspects of the financial services industry.
TCI Wealth Advisors was founded in 1990 and is a fee only financial advisor with an emphasis on educating individual investors. As one of the largest independent registered investment advisors in the Southwest, TCI manages assets for a diverse group of nationwide clientele. The firm was recognized for their elite business strategies by Worth magazine in November 2008 as one of “The Top 250 Wealth Advisors”. Headquartered in Tucson, Ariz., TCI also has offices in Scottsdale and Flagstaff, Santa Fe, N.M., Denver Colo. and Reno, Nev.