Developing Successful Financial Planners through Mentoring and Training

 

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The Trainers

The Center's Founders serve as its Head Trainers.  All Trainers used by The Center are CFP® licensees with at least ten years experience practicing as successful, client-centered financial planners.  They are all accomplished trainers and presenters and represent the best in the business.

Head Trainers:

Kyra Hollowell Morris, CFP®

    President, Morris Financial Concepts

Text Box: Mrs. Morris has been a financial planner for 21 years.  She is committed to the development of financial planning as a profession, not as a source of product sales.  She has been featured as a top advisor in Dow Jones Investment Advisor Magazine, Worth magazine, Bloomberg Wealth Manager and Mutual Funds magazine. Mrs. Morris has been instrumental in developing and producing consumer and professional seminars.  She developed the US FPA Residency Program and serves as its Dean. Mrs. Morris helped found the South Carolina Institute of Certified Financial Planners (ICFP) and served on the national ICFP Board. Text Box: Mrs. Morris has been a financial planner for 21 years.  She is committed to the development of financial planning as a profession, not as a source of product sales.  She has been featured as a top advisor in Dow Jones Investment Advisor Magazine, Worth magazine, Bloomberg Wealth Manager and Mutual Funds magazine. Mrs. Morris has been instrumental in developing and producing consumer and professional seminars.  She developed the US FPA Residency Program and serves as its Dean. Mrs. Morris helped found the South Carolina Institute of Certified Financial Planners (ICFP) and served on the national ICFP Board.

Mrs. Morris has been a financial planner for 22 years.  She is committed to the development of financial planning as a profession, not as a source of product sales.  She has been featured as a top advisor in Dow Jones Investment Advisor Magazine, Worth magazine, Bloomberg Wealth Manager and Mutual Funds magazine.

Mrs. Morris has been instrumental in developing and producing consumer and professional seminars.  She developed the US FPA Residency Program and serves as its Dean.

Mrs. Morris helped found the South Carolina Institute of Certified Financial Planners (ICFP) and served on the national ICFP Board.  She was a Director on the Board of Governors for the CFP® Board.

 

Elissa Buie, CFP®

    President, Financial Planning Group, Inc.

Ms. Buie has been a financial planner for 22 years.  Her philosophy is one of “encouraging the spirit of life through financial planning.”  She has been featured as a top advisor in Worth magazine, Bloomberg Wealth Manager, Financial Planning magazine and Washingtonian magazine. 

Ms. Buie has been published in The Journal of Financial Planning and serves as a mentor in the US FPA Residency program.  She is a past Chair of FPA(US), has appeared regularly in US national media and speaks internationally on financial planning topics.

 

 

 

 

 

 

The Center does not discriminate on the basis of race, color, national origin, gender, disability, or age in any of its policies, procedures, or practices.
 
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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Copyright © 2005 International Training Center for Financial Planners
Last modified: 05/23/05