For information about a financial planning study program and the Chartered Financial Consultant
Marchand is a certified financial planner, a chartered life underwriter and a chartered financial consultant
He's a Chartered Financial Consultant
a Chartered Life Underwriter a Certified Senior Advisor a Chartered Advisor in Senior Living and a member of several societies of financial service professionals.
members shows that 53% of MDRT members hold the Chartered Life Underwriter professional designation, 38% hold the Chartered Financial Consultant
designation and 25% hold the Life Underwriter Training Council Fellow designation.
CLU and ChFC--The Chartered Life Underwriter and Chartered Financial Consultant
credentials usually are obtained by those who provide insurance services.
Find out where he or she went to school, what degree(s) were earned and, of course, whether the person has any credentials recognized in the industry, such as the CFP or the Chartered Financial Consultant
Some CPAs seek independent confirmation of their financial planning competency by obtaining one or more specialty designations, such as the certified financial planner (CFP), the chartered financial consultant
(CHFC), the AICPA's personal financial specialist (PFS) and the chartered financial analyst (CFA).
Since chartered financial consultant
Mike Dorman of Dorman & Company came to Sarasota in 1973, he has helped thousands of Southwest Florida families and businesses face up to and secure their financial futures through sound planning in the areas of life and disability insurance, investments and estate, corporate and retirement planning.
Helbing is a Certified Financial Planner (CFP[R]) and Chartered Financial Consultant
(ChFC), and is a member of the Financial Planning Association, Society of Financial Services Professionals, and Medical Group Management Association.
of Westboro recently received the designation of Chartered Financial Consultant
Cordani also is a chartered financial consultant
and a certified public accountant.