Certified Retirement Counselor (r) program helps financial professionals increase their clients "willingness to retire by providing a curriculum that promotes mastery of retirement accumulation and distribution planning. Certified estate planners (tm) are qualified to lead financial, legal and tax professionals who wish to undertake the practice in the comprehensive and demanding area of estate planning.
Candidates who earn this certificate understand how to develop specific strategies to minimize taxes, monetize, protect, and maximize growth. Applicants will be offered courses in asset management, asset allocation, retirement planning, tax planning and estate planning.
This type of life insurance does not pay death benefits, but it can have a cash value, and life insurance can provide a lot of - needed - income for relatives in the event of death. Policies can also be built up on cash that can be withdrawn or borrowed like a savings account.
AB - B Insurance's staff can advise you and help you choose the policy that best suits your individual needs and objectives. We address the protection and planning needs of each individual and provide our consultants with a better understanding of the diversity of insurance products. Our certificates help our clients understand the different options and nuances of financial services and develop tailored plans and services that suit their unique circumstances.
In November 2017, the Lakeville City Council put the city on track to include environmental sustainability in its values and strategic priorities by participating in the Minnesota GreenStep Cities program and Minnesota State Clean Energy Resources Teams. For more information on how Lakeville improves the sustainability and quality of life of our community, visit the Minnesota Green Step Cities website. Clean Energy and Resources Teams recognize the importance of integrating sustainable practices and processes into public and private sectors.
The term PFS covers many areas of the financial planning process, including financial management, financial sustainability and environmental sustainability in the city of Lakeville.
Candidates must meet ethical standards and take a certification exam covering the following topics: Chartered Life Underwriters have completed a course in financial planning in which they have successfully completed the CFP (r) certification. Candidates must pass the certification exams covering the following topics: financial management, financial sustainability and environmental sustainability. The CCP (r) certification requires that the course activity in the area of financial planning is successfully completed and that the certification exam is passed in the following areas: financial management, financial sustainability and environmental sustainability. A candidate must have passed the certified underwriter exams covering all of the following topics, as well as the PFS Certificate exam.
Chartered Retirement Planning Counselor SM can be obtained by completing a part-time study of retirement planning that focuses on creating an effective retirement income plan for clients approaching retirement age or in retirement. Retirement Income Certified Professionalism can also be trained to help clients assess retirement planning after completing courses on financial management, financial sustainability and environmental sustainability. You can obtain the title of "Certified Professionalism" if you have completed the course in retirement planning with a focus on financial planning, income planning and financial analysis in the area of retirement planning. You can also obtain Chartering Retirement Counseling SM certification after completing the course work with a focus on financial strategy, investment management and investment planning in a variety of financial markets.
The Behavioral Financial Advisor (tm) certification is designed and improved to help financial professionals and clients make better decisions during the financial planning process. The Certified Long Term Care course focuses on long-term care planning and provides a deeper understanding of the issues addressed by the American College of Financial Advisors Special Needs Consultants (SCCA). This rigorous program, designed to help counselors plan families with children with special needs, goes beyond standard course work and provides full-time training in financial management, investment management, and financial analysis, as well as the opportunity to hold an American College Advisor Chartered Special Needs Consultant. Individuals who have obtained the Master of Planner Advanced Studies (MBA) can obtain a Master of Financial Planning, Financial Management and Financial Analysis with a focus on Financial Strategy.
This advanced reference quality creates an asset manager who works with high net worth individuals and focuses on financial planning, investment management and financial strategy, as well as financial analysis and risk management.
The Chartered Retirement Planning Counselor SM is trained to help clients assess retirement planning and financial needs before and after retirement. The CASL (r) Reference System provides consultants with a comprehensive understanding of issues affecting seniors and those planning for retirement. This is an opportunity to learn the basic practical knowledge that is available to planners and consultants. You will complete a degree programme with a focus on financial planning, investment management and financial strategy as well as financial analysis and risk management.
The Chartered Mutual Fund Counselor program is developed in partnership with the Investment Company Institute and is the only recognized term for mutual funds in the financial services industry. Advisers who bear this name have advanced knowledge of investment funds after passing a thorough examination in the areas of investment management, investment strategy, portfolio management and risk management. The Certified Fund Specialist will complete advanced studies in mutual funds, including advanced portfolio theory, to help them understand how to analyze and build efficient portfolios using mutual funds and other investment tools.