News & Press: Recent News

Katie Jacobson Earns CFP Credential

Thursday, September 5, 2019   (0 Comments)
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TRUST member Katie Jacobson has earned the Certified Financial PlannerTM credential from the Certified Financial Planner Board of Standards. To qualify, candidates must complete nine coursework requirements and pass the national board exam. More than 76,000 professionals in the U.S. have achieved CFP designation; Katie is in an elite group of roughly 1.2% of CFPs who are both female and under age 30 across the nation.

Katie is a Financial Advisor at Northwestern Mutual in Minneapolis. In addition to her membership in the TRUST, she is also a member of TeamWomen, where she is a Young Professionals Board member.

The TRUST enjoys sharing news about our members and their accomplishments. To submit an item for our Latest News section, contact Laurie Pumper at the TRUST office.



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