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Our Designations

Professional Education

The importance of advanced education in the financial industry is both vast and far-reaching. The more educated the advisor, the stronger a resource they can be for the client.

RICP® – Retirement Income Certified Professionals

Offered by the American College, the RICP® designation is a mark of professional education in retirement income planning. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to provide tremendous value by delivering smart strategies for creating sustainable income for a client’s retirement. The designation is granted to advisors who have successfully completed three rigorous college-level courses that each require up to 80 hours of study, worked in financial services for a minimum of three years, and taken an ethics pledge. Ongoing continuing education requirements and annual recertifications must be met in order to keep this designation in good standing. Both Eric and Jennifer Lahaie hold the RICP® designation.

CFS® – Certified Fund Specialist

Offered by the Institute of Business & Finance (IBF), the CFS® designation is the fourth oldest designation and granted to advisors who have completed a comprehensive advanced program designed to educate them on every aspect of modern portfolio theory (MPT), mutual funds, ETFs, REITs, UITs, ETNs, CEFs, financial planning, asset construction, rebalancing, and taxation. According to the IBF, well over a million people provide mutual fund advice; less than 1% of them have earned their CFS®. All designees must complete continuing education requirements each year. Eric Lahaie proudly holds the CFS® designation.

CAS® – Certified Annuity Specialist

Offered by the Institute of Business & Finance (IBF), the CAS® designation is granted to advisors who have completed a comprehensive program educating them on traditional fixed-rate, equity-indexed and variable annuities, portfolio construction, and contracting titling. The process used by the CAS® involves data-gathering as well as advanced knowledge of over 36 investment categories, domestic and foreign integration, asset allocation, modern portfolio theory (MPT) and post-MPT, realistic expectations, tax efficiency, and retirement plans. According to the IBF, well over a million people provide mutual fund advice; less than 1% of them have earned their CAS®. All designees must complete continuing education requirements each year. Jennifer Lahaie proudly holds the CAS® designation.

Disclosure: Information provided is believed to be accurate and sourced directly from the issuing organizations of the referenced designations.

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