Professional Network Qualifications

The financial professionals in my network carry the following industry designations and certifications:

CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®)

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.