SUZAN ROSS EARNS PROFESSIONAL PLAN CONSULTANT DESIGNATION FROM FI360
Maysville, KY, August 31, 2015 Suzan Ross, CPA, PFS of Baldwin Wealth, LLC has been awarded the Professional Plan Consultant™ (PPC™) designation from fi360. The PPC designation signifies specialized training on retirement plan management and administration and ERISA compliance. The designation is the culmination of a rigorous training program, including a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the PPC designation.
Ross a resident of Maysville, KY is a financial advisor for Baldwin Wealth, LLC in Maysville. Ross uses a holistic approach when advising clients. Her financial knowledge coupled with their income tax expertise helps clients make informed decisions in order to reach their financial goals.
fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. In addition to the PPC designation, fi360 confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) designations.
Baldwin Wealth, LLC is a financial organization with offices at 116 Sutton St., Suite 1, Maysville, KY 41056 and 713 W Main St., Richmond Kentucky 40476. Our professionals have years of experience in financial services and help individuals and businesses address the needs of today while preparing for the future. Securities offered through Cetera financial Specialists LLC, Member SIPC/FINRA.
fi360 helps its clients gather, grow, and protect assets through better investment and decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF®, AIFA®, and PPC training programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. Our vision is to be the leading provider of services that raise the level of professionalism in investment management.
With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.