Congratulations to Planning Associate Rachel Songer for earning the Certified College Planning Specialist® (CCPS) designation. Rachel has been with Keener Financial Planning in Keller since 2013 and this year decided to develop a deeper level of expertise in college planning.
Rachel says, “Being in my mid-20s, many of my friends started asking me about how to plan for college for their kids. I already had a broad-based understanding of college funding strategies from college and studying for the CFP® exam, but I wanted to dig deeper. Helping parents find the most tax-efficient and effective way to support their kids’ college goals while staying on track for their own retirement is really rewarding.”
The CCPS® curriculum covers three modules on Paying for College, Saving for College, and Advanced College Funding Strategies. Rachel successfully completed the study and exams for each component.
For more on Rachel’s background and the rest of the team, visit Meet Our Team.