Friday, December 16, 2016
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.
Thursday, December 1, 2016
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.