Stacey Bartelson obtains CFP
Stacey Bartelson strives to keep herself educated. And while the Edward Jones financial advisor could do that at a number of levels, Bartelson decided to take on the grueling process of becoming a Certified Financial Planner.
To become a CFP Bartelson had to become a full-time student, in addition to running a business. She had to pass five classes that covered topics including financial planning, insurance planning, employee benefits planning, investment planning and estate planning. Bartelson also had to pass a 10-hour certification examination.
"It's a pretty intense process," said Bartelson.
So why go through it?
"My biggest thing is staying educated," said Bartelson. "If I'm educated I can in turn educate my clients."
With the certification Bartelson can look at the big picture to help clients plan for their full financial future. The Certified Financial Planner Board of Standards announced in late October that Bartelson had met all the requirements.
To maintain the certification Bartelson will have to meet continuing education requirements and uphold the board's code of ethics and professional responsibility.
Bartelson lives in Rosemount with her husband, Dale. She has a bachelor's degree from Winona State University and received her MBA from Viterbo University in La Crosse.
Bartelson is also involved with the community. She is active with the Rosemount Business Council and helped establish the Rosemount Rotary Club in which she was recently president.
For more information about Bartelson or Edward Jones call 651-322-2905 or visit www.edwardjones.com.