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Duncan D, McRae CFP®, CDFA™, AAMS®, CMFC®
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst™
Accredited Asset Management Specialist?
Chartered Mutual Fund Counselor?

1981    BS Degree in Business Finance – Montana State University

1983     Insurance License

1983    Securities Registration

1987    CERTIFIED FINANCIAL PLANNER™ certification 

1989     Certificate of Recognition for completing the
    ADVANCE ESTATE PLANNING course in the Masters Degree Program
    from the College for Financial Planning in Denver, CO

1992    Certificate of Recognition for completing
    THE USE OF TRUSTS IN ESTATE PLANNING course in the Masters
    Degree program from the College for Financial Planning in Denver CO

1994    Certificate of Recognition for completing the
    TAX PLANNING FOR THE CLOSELY HELD BUSINESS In The Advance Studies
    program for the College for Financial Planning in Denver

1997    Chartered Mutual Fund Counselor Designation

1998     Investment Advisory Representative

2007    Certified Divorce Financial Analyst – CDFA

2007    Accredited Asset Management Specialist – AAMS