NICEP - CEP Professional Training Program

 



As the current president of the Seminal Financial Group, Inc., Sue Ann Ma provides certified estate planning services for companies and individuals. Sue Ann Ma holds certificates as a Certified Public Accountant (CPA) and a Master Certified Estate Planner (MCEP), working for more than 20 years in the financial services industry. She has also been named as a Super Banker in 1986 by Texas Commerce Bank as well as being a recipient of the Circle of Excellence Award in 1995 by Chase Bank.

The National Institute of Certified Estate Planners (NICEP) has created the CEP Professional training program to help those in the financial services industry who would like to become certified estate planners. The CEP Professional training program includes topics such as defining estate planning, planning for death, estate planning documents, and advanced medical directives. Classes are conducted online for the students convenience, providing a more flexible schedule for completing the course.

Bauer College of Business - Certified Financial Planner

Prior to entering the professional field of financial services, Sue Ann Ma attended Lamar University in Beaumont, Texas, where she received an MBA in major accounting in 1986. Sue Ann Ma also attended the University of Houston Center for Executive Development, where she completed a program to become a Certified Financial Planner (CFP).

The University of Houston Center for Executive Development includes the Bauer College of Business with several different business programs, including the Personal Financial Planning track, where students can qualify to become a Certified Financial Planner. The Personal Financial Planning track provides students with structured options that guide them to financial service industry careers.

Completion of the Personal Financial Planning track meets the CFP Certification established by the CFP Board of Standards Education Requirement. The Occupational Outlook Handbook projects that personal financial advisory careers will grow by up to 30 percent by 2018, exceeding the growth rate of the average for all occupation projections.

When to Visit China

Sue Ann Ma oversees a full-service accounting firm in Houston, Texas as the sole owner and CPA. In this capacity, she provides clients with a wide rangeof accounting and financial services and maintains a strong reputation for excellence. Outside of work, Sue Ann Ma enjoys traveling. She has been to countries including China and hopes to visit again in the future.

Due to its vast size, there are benefits to visiting China at almost all times of the year. July and August are the country’s busiest season. It is also its hottest. Summertime brings temperatures that average above 95 degrees during the day; however, the northeastern and mountain areas may be cooler. Large cities are particularly uncomfortable due to the combination of high heat and crowds. The monsoons also occur during these months in most areas.

As it moves into September, weather starts dropping. Southern China experiences some lingering heat, but the north becomes more comfortable. By October, weather around the country tends to be at its best. Summer rains and heat are typically gone and most major attractions are still open. With the exception of the Chinese National Day Holiday, the month is also fairly calm in terms of crowds. From November to March, China has its low season. Crowds and prices are at their lowest, but weather is also extremely cold. Some attractions may also close due to the snow.

By springtime, weather and crowds begin warming up again. Prices are still relatively low and temperatures are comfortable. Unfortunately, China experiences quite a bit of rain between April and May. Further, the country hosts a few events and holidays during the season that can drive prices and crowds up significantly.