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The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. A certification indicating expertise and commitment to fixed-rate and variable annuities.

The Certified Exit Planning Advisor Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction. A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles.

Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements.

Offered by the American College advisors who hold the Chartered Special Needs Consultant go through a rigorous program that is designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs. That is designed to offer advisors growth in three areas: delivery of biblically wise financial advice, wisdom in practice management, and equipping in personal and spiritual growth.

The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.

Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.

The Chartered Mutual Fund Counselor SM program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles. An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution.

Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The Chartered Retirement Planning Counselor SM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you.

By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor SM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs. Chartered Retirement Plans Specialists have completed a course of study encompassing design, installation, maintenance and administration of retirement plans.

The Certified Specialist in Planned Giving CM program is designed to teach the body of knowledge required for planned giving professionals and others who may be called upon to participate in the planned giving process. This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. It is the industry-benchmark for entry-level financial planning credentials to learn basic, practical knowledge that can be used to assist planners and advisors.

The Life Underwriting Training Council Fellow certification coursework provides advisors with a better understanding of a variety of insurance products and addresses the protection planning needs of individuals.

Candidates are required to meet ethics standards and pass a certification examination covering the following areas: retirement planning, investing, estate planning, annuities, business insurance, employee benefits, life insurance and disability income insurance. What episode is may tickled in. Debby Ryan's real name. Q: Who is Michael Fusco? Write your answer Related questions.

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