National Producer’s Number: 741350
Registered in: GA, AL, LA, MI, OH, NC, TN, TX, VA, WI
CSA®: Certified Senior Advisor®
Designation for professionals working with seniors, conferred by the College for Financial Planning in partnership with the Society of Certified Senior Advisors, the largest membership organization for professionals working with seniors. This designation program trains the candidate with pertinent, current information delivered through a classroom, at-home self-study, or online format in a solid foundation of knowledge about the health, financial, and social issues that shape the quality of life for today’s seniors and their families. The 21-part course is followed by a comprehensive exam. For more details: www.cffp.edu
FRC: Federal Retirement Consultant
Designation for professionals working with Federal employees, conferred by the Federation of Federal Employee Benefit Advocates LLC (FFEBA).
For more details: https://www.finra.org/investors/professional-designations/frc