Business Brief: Catlin earns business title

Curtis Catlin, CFP, a financial consultant with the Bonita Springs office of A.G. Edwards & Sons, Inc. has completed training for the title of Business Services Consultant.

Catlin earned the title of Business Services Consultant after completing the financial planning process and insurance curriculum from a certified financial planner certification program.

"Financial consultants who are awarded the Business Services Consultant designation have in-depth knowledge of the needs of business owners and are better equipped to address those needs with appropriate products and services," said Mark Preston, branch manager of A.G. Edwards Bonita Springs office.

To become a Business Services Consultant, Catlin successfully completed approximately 100 hours of study, which addressed subjects such as the financial planning process, the time value of money principles, education funding and insurance coverage including the business uses of life insurance.

Over three hours of supplementary courses on the latest A.G. Edwards tools and techniques offered through A.G. Edwards University were also required.

Catlin lives in Naples and has been with A.G. Edwards since 2006.