Jordan Heaps Obtains Master’s of Science in Personal Financial Planning

The Kelly Group congratulates financial planner Jordan Heaps, CFP® for obtaining his Master’s of Science in Personal Financial Planning.

Jordan obtained this degree through The College for Financial Planning, taking a Behavioral Finance pathway called “Client Psychology and Communication.” This pathway provides students with a more detailed understanding of behavioral finance, client psychology, and improved communication skills while also focusing on personal financial planning. Jordan began the program in January 2023 and completed it in February.

Jordan’s achievement reflects The Kelly Group’s commitment to excellence and encouraging the professional growth of our professionals for the benefit of our clients.