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Thursday, July 05, 2018 1:3PM
Peterborough Cody completes planner program

Erin Cody has successfully completed the Financial Paraplanner Qualified Professional Program through the College for Financial Planning in Denver, Colo. Cody joined the staff at Grove Street Fiduciary, a Peterborough fiduciary (fee-only) wealth management firm, in January. The Financial Paraplanner Qualified Professional is a key player on the financial planning team. Individuals who complete this course have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Individuals who earn the designation have passed a course exam and signed a code of ethics and disclosure form. Cody holds a bachelor’s degree in accounting/management information systems from the University of Maine at Presque Isle and worked at Fidelity Investments prior to joining Grove Street Fiduciary, LLC.