Designations
Our Designations
CFPÒ
Certified Financial Planner™
Matt Hanshaw, CFPÒ
serves RHG as the director of the financial planning department.
The CFP Board’s certification process assures the public that
individuals authorized to use its marks have met education,
examination and experience requirements to provide comprehensive
financial planning advice and are committed to high standards
of ethical conduct.
ChFC
Chartered Financial Consultants
The ChFC curriculum is administered by The American College
in Bryn Mawr, Pennsylvania. The required course of study includes
insurance and financial planning, income taxation, planning
for retirement needs, investments, and estate planning, in addition
to a selection of three electives.
Founded in 1927, The American College is the nation’s oldest
and largest nontraditional institution for higher learning devoted
exclusively to academic studies in life insurance and related
financial services.
CFS
Certified Fund Specialists
The Institute of Business and Finance awards the Certified
Fund Specialist (CFS) diploma to candidates who have completed
a rigorous 60 hour self study curriculum and passed a comprehensive
examination. The CFS program covers every aspect of investing
as it applies to open end mutual funds, closed end funds, fixed
and variable annuities, real estate investment trusts, and unit
investment trusts. A Certified Fund Specialists is required
to adhere to the Code of Ethics and fulfill annual continuing
education requirements to maintain their certification.
CLTC
Certified in Long Term Care
CLTC stands for “Certified in Long-Term Care”, a designation
granted by the Corporation for Long-Term Care Certification.
The program is financially and editorially independent of the
long-term care insurance industry. Graduates have completed
a rigorous multidisciplinary course that focuses on the profession
of long-term care, not the selling of insurance products. The
“CLTC” designation is affiliated and endorsed by the College
for Financial Planning, the company that created the financial
planning industry’s most prestigious program CERTIFIED FINANCIAL
PLANNER™.
CSA
Certified Senior Advisor
The Society of Certified Senior Advisors™ was founded in 1996
by a group of forward-thinking geriatric physicians, gerontologists,
elder law attorneys, CPAs, financial planners and other experts
on senior issues. They created an organization that provides
in depth training, and awards the CSA designation to those committed
working with seniors and require ongoing, cutting edge education.
CLU
Chartered Life Underwriter
Also administered by The American College, the CLU requires
courses of insurance and financial planning, individual life
insurance, life insurance law, estate planning, and planning
for business owners and professionals.
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