Local Financial Services Professional Earns National Certification

Jul 30, 2013, 10:47 ET from Investment Professionals Inc.

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SAN ANTONIO, July 30, 2013 /PRNewswire/ -- Catherine Romero, Senior Vice President, Partner SB Value, of Investment Professionals Inc. (IPI), was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, in Washington, DC.

Catherine has over 28 years of experience in financial services and brings knowledge and expertise to the management, business development and training of IPI's Trust and Bank Partners.  With her expertise in Trust/Banking relations, Catherine trains Trust personnel on how to establish a successful Trust department within their program.  

The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

Financial service professionals, working through the Institute of Certified Bankers, initiated the CTFA designation and eight others in order to establish meaningful standards of knowledge in specialty areas of the financial services industry. ICB certifications formally recognize those who meet these standards and meet professional continuing education and development requirements.

The ICB, with nearly 10,000 certified members, provides financial services professionals with confidence, credibility and recognition through its certifications. As a subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals' knowledge and expertise. For more information about the Institute of Certified Bankers and its professionals, call (202) 663-5092 or visit www.aba.com/icb.

About Investment Professionals Inc.

Founded in 1992, IPI is a private, Texas-based financial planning, asset management and risk mitigation firm with $6 billion under management and 90,000 clients nationwide.  IPI is a leading provider of on-site bank investment programs and currently partners with more than 150 financial institutions with assets in the range of $35 million to over $7 billion.  IPI also has three retail branches in Texas.  IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC. For more information about IPI and its professionals, visit www.invpro.com.

Amy Watson
AVP, Marketing Services Manager
(210) 582-2845  

SOURCE Investment Professionals Inc.