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Qualifications & Cerifications

At Moshides Financial Group we hold the education of the firm's advisors to a very high standard.  Our financial professionals have committed to being on the cutting edge of planning solutions through continuing education, training and professional development.  This committment is demonstrated by the credentials they have earned through many of the major educational organizations within the financial services industry, The American College and The Certified Financial Planning Board of Standards, Inc.


Chartered Financial Consultants are professionals who have completed a comprehensive program that involves formal education, practical experience, and detailed exams in the areas of insurance, investment, and tax planning as well as general estate planning and day to day financial matters.  Generally a ChFC is understood to have a well rounded understanding of financial matters.


Chartered Life Underwriters are professionals who wish to specialize in life insurance and estate planning.  CLU designations are awarded to individuals who complete a 10-course program of study and 20 hours worth of exams.  The course covers the fundamentals of life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning and group benefits.


The Accredited Estate Planner designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.


A Certified Financial Planner must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.  Attaining the CFP designation takes experience and a substantial amount of work and professionals must also complete continuing education programs each year to maintain their certification status.


The Corporation for Long Term Care designation provides insurance and financial professionals with the tools to solve their clients’ long-term care needs.  Designees are provided the information and training needed to offer guidance to families on a range of issues including home care, assisted living, nursing homes, social services, taxes, law and most important, what will pay for these resources.