John W. Crane Earns Chartered Financial Consultant (ChFC) Designation
John W. Crane of First Financial Group has earned the Chartered Financial Consultant (ChFC) professional designation from The American College, Bryn Mawr, PA.Candidates for the ChFC designation must complete a minimum of eight courses and 16 hours of supervised examinations.
Over 40,000 individuals have been awarded the ChFC designation since its inception in 1982.???The ChFC program focuses on the complete financial planning process as an organized way to collect and analyze information on a client's total financial situation.
ChFCs can identify and establish specific financial goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.
Individuals who earn a ChFC can provide expert advice on a broad range of financial topics including financial planning, asset accumulation and estate planning, income taxation and planning, life and health insurance, business taxation and planning, investments and retirement planning.???John W.
Crane serves clients from his main office in Bethesda, MD.
In 2002, he joined First Financial Group due to its leadership position in the mid-Atlantic region.
Prior to joining First Financial Group, Crane spent eight-years working for the Sprint Corporation in sales, project management and business development roles.
During his tenure at Sprint, he obtained his MBA at George Mason University in Fairfax, VA with a concentration in Market and Business Development.
After graduating from George Mason University, he made the move into a new career that more closely met his skills, his educational background and his desire to help people achieve financial independence.
Crane lives in Alexandria, VA with his wife Linda.???The American College is the nation's oldest and largest academically accredited educational institution devoted exclusively to financial services.
Located on a 35-acre campus in Bryn Mawr, PA, Pennsylvania, the College serves over 35,000 students predominantly on a distance education basis.
The American College offers an array of specialized designation programs, a Master of Science degree in financial services and customized continuing education programs for those pursuing a career in financial services.
For more information, visit www.amercoll.edu..
Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Financial planning > Financial Planners Get More Clients With New Certification
A Win-Win Strategy for Women Financial Advisors
(ContentDesk) March 16, 2004 -- The Women's Interfinancial Network (WIN) is dedicated to the support, development, and recruitment of women financial advisors. Member practitioners include investment management consultants, certified financial planners, registered investment advisors, registered representatives, certified public accountants, attorneys, and insurance representatives.The Mission of WIN is to champion and support women financial advisors in realizing their full potential. This core mission will be accomplished via a dynamic and diverse community of practice that inspires a standard of excellence through shared vision, shared learning, shared expertise, shared commitment, and shared passion for the profession.An example of professional services provided by WIN are:? Compliance and Legal Services Program that will provide a number of services, workshops, and assistance that will allow members to stay up-to-date on regulatory and legal development that impact the practice...
A Win-Win Strategy for Women Financial Advisors
Financial planning > A Win-Win Strategy for Women Financial Advisors
Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Financial planning > Financial Planners Get More Clients With New Certification
Felten and Associates Announces Major Corporate Expansion
(ContentDesk) June 9, 2005 -- Felten & Associates announces a major corporate expansion to include offices in Stuart, Florida and Woodstock, Vermont; in addition to its corporate office in Vero Beach, Florida.
Ken Felten, owner of Felten & Associates announced that the demand for the insurance and financial services offered through their Vero Beach location has increased to the point where branch offices in Stuart are now necessary.
Expansion into Vermont was considered after so many of Felten & Associates' clients voiced their desire for Felten & Associates' insurance and financial planning services for their northern locations.
"Vermont is centrally located in an area that our clients migrate to every summer.
We want to have offices located close to their winter homes on the Treasure Coast and a location close to their homes along the northeastern seaboard." stated Felten.
Ken Felten announced that future branch openings in other northern...
Felten and Associates Announces Major Corporate Expansion
Financial planning > Felten and Associates Announces Major Corporate Expansion
DANIEL F. YASHAREL, Named an Accredited Estate Planner
(ContentDesk) September 10, 2004 -- DANIEL F. YASHAREL, MSFS, CFP?, CLU?, ChFC?, SENIOR VICE PRESIDENT, The AFP GROUP is newly certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.
His office is at 11835 W. Olympic Boulevard, Suite 1150 East, Los Angeles, CA 90064.The Accredited Estate Planner (AEP) designation is a graduate level specialization in estate planning designation, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
The AEP designation is available to attorneys, Chartered Life Underwriters, Certified Public Accounts, Certified Financial Planners?, Chartered Financial Consultants and Certified Trust and Financial Advisors.
It is awarded by the National Association of Estate Planners and Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, and professional reputation...
DANIEL F. YASHAREL, Named an Accredited Estate Planner
Financial planning > DANIEL F. YASHAREL, Named an Accredited Estate Planner
Take Responsible For Our Condition
Today I Am Claiming My ProsperityI can not help but to think about Malachi 3:8 - 10. The instructions to Finances were written a long time ago; and I do realize this is a HOT subject to place in print but I believe this with all my Heart, Mind, and Soul.If Financial Problems are to be overcomed, I ( maybe others) must accept that in relieving the condition itlies within all of us; to make a change today, not tomorrow.Every one of us must face reality and take responsibility for our condition. If we choose to deny responsibility and blame others for it, the prospect of Financial release is only a DREAM.No, I am not a Certified Financial Planner but I would like to share some very vital lessons that was shared with me; and I myself am learning from them. I was not given the opportunity in High School to take a course in Financial Planning, so I (maybe others) can understand why when I (maybe others) entered the work force without a plan.Are you keeping track of where your money goes from...
Take Responsible For Our Condition
Financial planning > Take Responsible For Our Condition
Guagenti & Associates Purchase Joel Agency
Newark, NJ January 30, 2003 ? Guagenti & Associates LLC founded by Russell P. and Enza Guagenti CPA's, announce the purchase of Joel Agency accounting and tax practice. A fixture in the Ironbound section in Newark, NJ for the past 32 years, Joel has provided accounting and tax services and maintains a stellar reputation in the community. The team at Guagenti & Associates will build upon the relationships established over the years and plan to take the services offered to the next level with the addition of financial planning, mortgage and refinancing, business loans
and numerous other financial services.Russell and Enza bring to the table a wealth of financial experience gathered from years in the private and public sector. They offer business and personal tax planning and preparation, financial and business consulting, business start up, financial statement preparation and college and retirement planning.
With over 35 years of combined business, financial and...
Financial planning > Guagenti & Associates Purchase Joel Agency
Financial planning
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