David Tate earns Certified Business Exit Consultant designation

Diamond State Financial Group recently announced that David Tate, a senior associate and wealth manager, has earned the Certified Business Exit Consultant designation from the International Exit Planning Association. This designation is a significant achievement and further establishes Tate as an expert exit planner in the marketplace today.

To receive the CBEC designation, Tate completed al nine-week, high-level training program that required 30+ hours of pre-course study, 32 hours of extensive, leading-edge curriculum taught by top expert instructors in their respective fields, and successful completion of the final exam. As an additional requirement, Tate delivered an exit plan to an owner and submitted that plan to the IEPA’s certification committee for review. Holding graduates to this high standard assures that any advisor in the marketplace with the CBEC designation has not only successfully completed all required coursework, but also taken an owner through this process and delivered the type of solution that the IEPA expects from its advisors.

David Tate is a financial advisor at Diamond State Financial Group and registered representative and investment advisor representative of Securian Financial Services Inc. To reach him, phone 302-366-0366, Ext.137 or email david.tate@dsfg.com.