Scott Voigt, a founding partner at Veritas Planning Group, successfully passed the November 2011 CFP® examination. The national pass rate for the November exam was 60.7%. The rigorous two day exam is one of 4 requirements for CFP® certification. The other three components are education, experience, and ethics. Congratulations Scott!
Thad Gilliam, a co-founder of Veritas, recently earned the CERTIFIED FINANCIAL PLANNERTM certification. The certification is awarded to candidates who have successfully completed the requirements for certification as well as passed the CFP® examination. The requirements for initial certification include completion of the following requirements: Education: Must fulfill the CFP Board’s education requirement to be [...]
It’s that time of year again! Once again, Veritas has partnered with several other businesses in Decatur to sponsor the annual Christmas tree and lighting ceremony. The lighting will be on Thursday, December 1st at 7pm on the Decatur square.. Bring the family out to celebrate the season, sing carols, and enjoy a hot beverage. [...]
Mr. Gilliam successfully passed the June 2011 Level I CFA examination. 39% of candidates passed the June 2011 Level I CFA exam. Thad plans to be a candidate for the 2012 Level II CFA exam (pending registration). For more information on the CFA charter, please see the attached brochure: cfa_charter_brochure
Thad recently completed his Master of Science degree in Personal Financial Planning from the J. Mack Robinson College of Business at Georgia State University. The graduate program at GSU is one of the oldest programs in the nation for financial planning. In addition to earning the degree, Mr. Gilliam is now eligible to sit for [...]
Scott was featured in the Spring 2011 edition of the J.M. Tull School of Accounting alumni newsletter. The article highlights Scott’s entrepreneurial path to founding Veritas Planning Group. The full article is on page 3 of the newsletter. tull_spring newsletter_2011
Thad was recently selected as the 2011 Outstanding Personal Financial Planning Graduate Student of the Year. He has been enrolled in the Master’s of Science in Personal Financial Planning program at Georgia State University since 2009. The program is focused on the various aspects of financial planning including Federal Taxation, Estate Planning, Insurance, Retirement Planning, [...]
Scott recently earned the Chartered Federal Employee Benefits Consultant (ChFEBC sm) designation. To earn the designation Mr. Voigt was required to go through a thorough education program that covers federal employee benefits as well as pass the ChFEBC sm examination. With the knowledge he has gained in this specific area, Scott hopes to better serve [...]
This holiday season Veritas Planning Group is helping to sponsor the Decatur Christmas Tree. The tree lighting ceremony will take place on December 2nd at 7 pm. Starbucks will be providing drinks and the Cookie Studio will be providing snacks. Bring the whole family out to celebrate the season!
Thad Gilliam recently launched a personal finance and entrepreneurship blog, Unbound Wealth. He hopes to provide useful information and common sense reasoning to help people with everyday finances. Thad believes that people were created for more just living paycheck to paycheck. He helps others to find freedom in their finances and to live the sort [...]