Foster Group regards professional credentials as a way to assure clients of our comprehensive knowledge and experience in a variety of financial arenas. We’re proud to have earned the designations listed below:

Accredited Investment Fiduciary (AIF®)

This designation is the mark of our commitment to a standard of investment fiduciary excellence. The AIF mark is awarded to individuals that successfully complete a specialized program on investment fiduciary standards and then pass a comprehensive examination. AIF designees demonstrate a thorough understanding of the prudent practices recommended for investment advisers and stewards.

Foster Group AIF®s

Jon EvansKent Kramer, Matt MoklestadRoss Polking, Brad Rempe, Reed Rinderknecht

Chartered Advisor in Philanthropy® (CAP®)

Designation of an individual as a Chartered Advisor in Philanthropy® indicates that the individual has successfully completed three graduate-level on-line courses as required and administered by the American College of Financial Services®.  CAP® designees are required to havecfp three out of the previous five years of business experience actively involved in advising individuals or charitable organizations in any of the following areas: wealth and estate planning, financial planning, charitable planning, charitable giving, planned giving, nonprofit or foundation management or services, investment management of charitable trusts, funds or endowments, or accounting for nonprofit organizations as part of the regular practice or employment, or employed in the nonprofit sector in a capacity related to nonprofit management, development, planned giving or fundraising.  Further, CAP® designees adhere to ethical standards, and maintain a minimum of 30 hours of continuing education every two years.

Foster Group CAP®s

Wade Den Hartog, Walt Mozdzer, Stacie Neussendorfer

Certified Exit Planning Advisor (CEPA)

The Certified Exit Planning Advisor (CEPA) Program is a five-day development program that trains and certifies qualified professional advisors in the field of exit planning. To become a certified exit planning advisor, candidates must have at least five years of full-time or equivalent experience working directly with business owners. Advisors who earn this credential are specially trained to assist business owners manage the complexity of selling or otherwise leaving a business.

Foster Group CEPAs

Walt Mozdzer

Chartered Financial Analyst (CFA®)

The CFA® program is a self-study, graduate-level program for investment professionals. Designees must pass three difficult exams covering accounting, economics, security analysis, and portfolio management—each requiring about 250 hours of reading preparation time.

Foster Group CFA®s

Travis Rychnovsky

Certified Financial Planner™ (CFP®)

This designation indicates that our advisers have comprehensive knowledge in all areas of financial planning, including insurance, risk management, employee benefits, investments, income tax, retirement, and estate planning. CFP® candidates must complete a number of educational requirements before sitting for the CFP® comprehensive exam, which covers more than 100 topics on integrated financial planning. After passing the exam, designees must complete three years of qualifying work experience, complete ongoing education courses, and adhere to the CFP Board’s Code of Ethics.

Foster Group CFP®s

Matt AbelsJoe Bantz, Bart BanwartCaleb Brown, Zach Dalluge, Wade Den HartogJon EvansAndrew Farmer, Ethan Gascho, Brittany HeardMarcus Iwig, Kent Kramer, Phil KruzanMatt MoklestadWalt Mozdzer, Andy Mullan, Stacie Neussendorfer, Ryne Oller, Buck Olsen, Ross Polking, Brad Rempe, Reed Rinderknecht, Andy Rushenberg, Kyra Wells, Kadin White

Certified Financial Therapist-I™ (CFT-I™)

The Certified Financial Therapist-I™ (CFT-I™) designation is a professional certification for both financial and mental health professionals conferred by the Financial Therapy Association. There are three planned levels of the certification, with Level I being the most foundational. To become a CFT-I™, individuals must meet specific educational and experience requirements across the areas of 1) financial therapy, 2) financial planning and financial counseling, and 3) therapeutic competencies.

Foster Group CFT-I™s

Brittany Heard

Chartered Financial Consultant®(ChFC®)

The ChFC® is a professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. It currently requires nine college-level courses. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. ChFC® designees are required to have 3 years of business experience, adhere to ethical standards, and complete a minimum of 30 hours of continuing education every two years.

Foster Group ChFC®s

Kadin White

Certified Investment Management Analyst® (CIMA®)

The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn a CIMA certification, candidates must submit an application; pass a background check and have an acceptable regulatory history; complete an in-person or online executive education program through a Registered Education Provider; pass an online Certification Examination; pass a second background check; and have three years of financial services experience at the time of certification.

CIMA designees must adhere to Investments & Wealth Institute’s Code of Professional Responsibility and must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification.

Foster Group CIMA®s

Matt Moklestad

Certified Kingdom Advisor (CKA®)

Designation of an individual as a Certified Kingdom Advisor® indicates that the individual has completed the initial and ongoing certification requirements established by Kingdom Advisors. All candidates must sign a “Statement of Faith,” obtain a letter of reference from pastor or member of pastoral staff, a signed statement of personal stewardship and two client references. CKA® designees in the investment professional and financial planner disciplines must hold one of the approved industry designations (CFP®, ChFC®, CPA, CPA/PFS, EA, CFA, CIMA®, AAMS, CLU®, JD) or 10 years of experience in the discipline. Designee must complete a 21.5 hour online course and pass a final certification exam. Designees are required to remain in substantial compliance with a set of ethical principles, rules and standards, as well as, complete 10 hours of continuing education requirements annually.

Foster Group CKA®s

Joe Bantz, Zach Dalluge, Wade Den Hartog, Brittany Heard, Stacie Neussendorfer, Reed Rinderknecht

Certified Public Accountant (CPA)

The CPA designation represents a broad study of business, especially related to attestation. CPAs have a thorough understanding of financial statements, taxes, law, and numerous other facets of business. Designees have successfully completed the Uniform CPA exam, which requires 150 semester hours of qualifying education and two years of public accounting experience.

Foster Group CPAs

Bart Banwart, Marcus Iwig, Sunny Roeder, Beth Stokes

Certified Private Wealth Advisor® (CPWA®)

The CPWA® designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on management topics and strategies for high-net-worth clients. Prerequisites for the CPWA® designation are: a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC® or CPA license; acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements; five years of professional client-centered experience in financial services or a related industry; and two letters of reference from an IMCA® member, professional supervisor, or currently licensed professional in financial services or a related industry. CPWA® designees must complete a six-month pre-class educational component and a five-day classroom education program through The University of Chicago Booth School of Business. CPWA® designees are required to adhere to IMCA®’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA® designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA®).

Foster Group CPWA®s

Matt Abels

Financial Paraplanner Qualified Professional™ (FPQP™)

The FPQP™ course of study includes the financial planning process: the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories. Candidates must complete a three-month internship and pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Foster Group FPQP™s

Emily Appelgate, Joshua BomettPam CulpAshley HutzellJanet HircockGarrett JacksonSheila Kamerick, Andy Rushenberg

Juris Doctor (JD)

The Juris Doctor (JD) is the university degree awarded by accredited law schools upon the completion of a three-year, full-time academic program. The degree is generally a pre-requisite for taking the bar examination, which each state administers to allow admission to the practice of law.

Foster Group JDs

Stacie Neussendorfer

Master’s in Accounting Degree (MAcc)

A Master’s in Accounting Degree (MAcc) is a graduate-level degree focused on a curriculum for those interested in the field of accounting. Topics in this program generally include corporate accounting, tax planning, business statistics, auditing, and more.

Foster Group MAccs

Marcus Iwig, Sunny Roeder

Master of Business Administration (MBA)

The MBA degree exposes students to a wide range of subjects and allows for concentration in specific areas of business management. Highly desired by professionals in a wide range of academic disciplines, the MBA was developed in the United States in the late 19th century, as the country industrialized and companies began to seek scientific approaches to management.

Foster Group MBAs

Alex BattaniWade Den HartogMatt MoklestadRoss Polking, Ryne OllerTravis Rychnovsky

Senior Professional of Human Resources (SPHR®)

The Senior Professional in Human Resources (SPHR®) from HR Certification Institute (HRCI®) demonstrates an individual’s mastery of the strategic and policy-making aspects of HR management as practiced in the U.S. The credential is designed for big-picture thinkers responsible for planning rather than implementing HR policy. SPHR® professionals have accountability for HR department goals, breadth and depth of knowledge in all HR disciplines, and understanding business issues beyond the HR function.

Foster Group SPHR®s

Kate Juelfs