Brad O’Loughlin Passes the ChFC® Examination

Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for passing the final exam in obtaining the Chartered Financial Consultant (ChFC®) designation!

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning. To obtain the designation, a candidate must complete nine courses including proctored exams for each, have three years of relevant business experience, and adhere to The American College’s Code of Ethics. Well done, Brad!