Dallas, TX – 6/04/2019 – Chris Jeffers, a Wealth Advisor with CH Wealth Management has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. The designation provides comprehensive instruction on building integrated and comprehensive retirement income plans. The program, developed by more than 45 of the nation’s top retirement planning experts, provides advisors with best practices in areas including: Social Security claiming, evaluating and addressing risks faced in retirement, choosing distributions from employer sponsored plans, Medicare and other health insurance choices, planning for long-term care needs, choosing appropriate housing, and income tax and legacy planning.
Candidates for the RICP® designation must complete three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of professional experience, meet stringent ethics requirements, and participate in continuing education to maintain professional recertification. The RICP® educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master the retirement income planning focus area that is not fully covered in other professional designation programs.
For the past 24 years, Chris has been fortunate to develop long-term relationships with some very special individuals, families and businesses. He has the privilege of getting involved in people’s lives, finding out what their financial goals and concerns are, and then providing guidance and advice to help them get to where they want to be.
Chris knows that financial planning can be an intimidating, overwhelming and time-consuming endeavor for many. His goal is to help people feel comfortable throughout the financial planning process so they will make confident decisions to help reach their goals.
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About The American College of Financial Services
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and CH Wealth Management, LLC are not affiliated.