Chartered Retirement Planning Counselor (CRPC®): The College of Financial Planning® awards the CRPC® designation to applicants who complete the CRPC® professional education program, pass a final examination, commit to a code of ethics and agree to pursue continuing education. Continued use of the CRPC® designation is subject to ongoing renewal requirements. Every two (2) years the designee must renew their right to continue using the CRPC® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct.
Master Planner Advanced StudiesSM (MPASSM): The MPASSM credential is issued by the College for Financial Planning. MPASSMdesignees have earned a Master of Science degree with a major in either personal financial planning or financial analysis from the College for Financial Planning. The curriculum, which takes nearly three years to complete, provides students with a thorough and advanced education focusing on all aspects of personal financial planning, including investments, insurance, taxation, retirement planning, and estate planning. Graduates of the program have demonstrated critical thinking and complex problem-solving skills that are attributed to the program’s deep and rigorous exploration of the material. This is what distinguishes MPASSM designees from other professionals in the industry. Authorization for continued use of the MPASSM credential must be renewed every two (2) years by completing 40 hours of continuing education, reaffirming compliance with the College’s Standards of Professional Conduct, Terms and Conditions, and complying with self-disclosure requirements.
Integrity Financial Services, LLC is a licensed insurance agency founded in 2008. Investment advisory services provided by Compass Coaching and Consulting, LLC, established in 2023. Compass Coaching and Consulting, LLC operates under the brand name of Integrity Financial Services (“Integrity”), and certain Integrity adviser representatives have been providing investment advisory services under the Integrity brand since 2008. Not all services provided by Integrity will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, and overall objectives. Client outcomes can and will vary, and there can be no guarantee that previous client satisfaction or results will be replicated in the future. The adviser is neither a law firm nor an accounting firm. Clients and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation. Please see our Professional Designations page for additional information on the professional credentials discussed on this page. Logos and other protected materials are used with permission of rightsholders, and use of such materials should not be viewed as an endorsement of the adviser. Further use or dissemination of such protected materials is strictly prohibited. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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