Richard Rosnack has obtained the following professional designation:
CFP® - Certified Financial Planner™ from the CFP® Board (www.cfp.net)
Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education examination, experience and ethical requirements.
CIMA® - Certified Investment Management Analyst℠ from The Investment & Wealth Institute (www.investmentsandwealth.org)
Certified Investment Management Analyst℠ (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
ChFC® - Chartered Financial Consultant® from The American College (www.TheAmericanCollege.com)
Advanced financial planning for every person and every need: That's the credo of the Chartered Financial Consultant® ChFC® designation. The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance and more.
CLU® - Chartered Life Underwriter® from The American College (www.TheAmericanCollege.com)
A CLU® certification gives advisors an in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, knowledge to help clients address their estate planning needs.
CAP® - Chartered Advisor in Philanthropy® from The American College (www.TheAmericanCollege.com)
The Chartered Advisor in Philanthropy® (CAP®) designation is a cross-disciplinary curriculum that spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, strategic philanthropy and various charitable trusts.
AEP® - Accredited Estate Planner® from The National Association of Estate Planners & Councils (www.naepc.org)
Awarded only to estate planning professionals who meet special requirements of education, credentials, knowledge, professional reputation and character.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.