Ongoing Education

At Selah Financial Services, we place a strong emphasis on education. We believe in continually honing our knowledge, approach, investment choices, and processes, as well as helping our customers understand their financial choices and the reasoning behind our recommendations. In today’s constantly changing financial services industry, we feel that it is important to stay abreast of new developments and interact with industry experts. That is why you will often find us attending conferences and working on continuing education. We have summarized some of our recent ongoing education experiences below so you can get a better idea of what this really means.

Commonwealth Financial Network®
Annual Chairman’s Educational Retreat

Sharon Duncan is invited to this high-level educational and social experience annually which is open only to Commonwealth’s highest achieving advisors. The program allows Sharon to network with select industry partners, attend educational sessions, and convene with colleagues.

Commonwealth Financial Network®
National Educational Conference

Every autumn, the Selah advisors head out to the Commonwealth National Conference, the largest educational program of the year, where they hear from industry experts, network with colleagues, and examine opportunities and challenges in the current market in an effort to provide continued leadership to investors.

American Funds Advisory Council

Based on the importance Selah Financial places on giving sound investment advice and meeting our customers’ needs, Sharon Duncan serves on the American Funds Advisory Council and attends the council meeting every year. As financial industry specialists, the Advisory Council’s collective goal is to create, manage, and preserve wealth for their clients, while remaining dedicated to strict standards of integrity and professional ethics.

CERTIFIED FINANCIAL
PLANNER™ Professional

CFP® professionals must complete a comprehensive two-day exam and have three years of practical experience, high ethics, and practice standards enforced by the CFP Board’s Standards of Professional Conduct. Additionally, CFP® professionals must complete 30 hours of continuing education accepted by the CFP Board.

Financial Planning Association®

FPA is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. FPA members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.

Accredited Investment Fiduciary®

The AIF® designation was issued to Sharon Duncan in 2010 by the Center for Fiduciary Studies based on completion of the educational requirements, the final certification exam, and six hours per year of continuing education.

Ed Slott’s Master Elite Advisor Group℠

Nationally recognized IRA-distribution expert Ed Slott created the Master Elite Advisor Group℠ as a single resource for serious professionals. Sharon Duncan has completed this required training and mandatory exams and is always notified immediately of changes to the tax code and updates on retirement planning.

Due Diligence Trips

Selah advisors visit different mutual fund and product companies in order to better evaluate investment opportunities, including American Funds, Fidelity Investments, BlackRock, PIMCO Investments, and more.

Commonwealth Financial Network®
Advisory Presentations and Online Training

Commonwealth requires Selah advisors to participate in ongoing training regarding regulatory, product-specific, and insurance training, as well as general investment features, associated risk factors, suitability, and sales practice considerations.

We agree that this list is long and not even all-encompassing. We work hard to be as knowledgeable and current as reasonably possible. We would like you to know that this is happening behind the scenes for you. We also wanted you to know why we are “out of the office for continuing education” on a regular basis.