Education

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  College for financial planning

  2012 - 2012

  Accredited portfolio management advisor financial planning and services

  This graduate-level program provides an introduction to portfolio construction and management. Topics covered will include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios.

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  College of financial planning

  2010 - 2012

  Chartered retirement planning counseler

  This entirely graduate-level course defines a "road map to retirement," enabling you to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning. You’ll discover practical knowledge that is immediately applicable to this evolving planning niche.