Kelly Landry Earns Prestigious Chartered Financial Consultant® Certification
Kansas City, MO—March 1, 2019—Kelly Landry, ChFC®, Director of Financial Planning at CONA Wealth in Kansas City, MO, recently obtained the Chartered Financial Consultant® certification. Ms. Landry specializes in financial planning and investment management for individuals/families, entrepreneurs, and business owners.
The ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning, Study areas include behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for clients in diverse communities, financial planning for divorce, and more.
ChFC® credential holders have an in-depth knowledge in:
- The financial planning process, including the role and responsibilities of a financial consultant
- Risk management strategies, including mitigating the risks associated with insurance, human capital, liability, property, and wealth management
- Income tax strategies, including planning for deductions, tax credits, capital gains and losses, taxation of life insurance, annuities, and partnerships, LLCs, corporations, and proprietorships
- Retirement planning strategies, including choosing between and working with SEPs, SIMPLEs, IRAs, Roth IRAs, 403(b), and nonqualified deferred compensation plans
- Investment strategies, including issues pertaining to return computations, diversification, securities markets, tax issues, portfolio management, and ethical practice
- Estate and gift-tax planning strategies
- Personal financial planning strategies
- Specialized strategies, including aiding divorcees and blended families, financial planning for families with special needs, serving non-traditional families and LGBTQ clients, addressing the unique challenges associated with modern retirement income portfolios, and applying behavioral finance strategies as a chartered financial consultant
Every ChFC® professional must complete 8 rigorous courses covering foundational financial planning concepts along with specialized planning techniques. Average study time for the ChFC® program exceeds 400 hours and a additional 15 hours of continuing education is required every year to maintain the certification.
The mark of ChFC® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the ChFC® if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements.
TO learn more, visit: TheAmericanCollege.edu/ChFC