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Follow on Google News | Heritage Planning Partners Michael Ferak Receives Certified Financial Planner® CertificationBy: Northwestern Mutual - Chicago "We are proud of Mike for achieving the highest standard in personal financial planning," said Corey D. McQuade, Managing Partner, Northwestern Mutual -- Chicago. "Earning this designation demonstrates the value he places on doing what is in our clients' best interest as well as his commitment to professional growth." As a Financial Planning Coordinator, Mike works closely with the founding members of Heritage Planning Partners and plays an instrumental role in preparing holistic financial plans for clients. The CFP® certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. Ferak joined Northwestern Mutual - Chicago in 2017. He holds a Bachelor of Science in Consumer Economics and Finance with a concentration in Financial Planning from the University of Illinois. He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, as well as life and health insurance licenses. To learn more about Mike and Heritage Planning Partners, visit http://heritageplanningpartners.nm.com/ End
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