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Investment advice is offer by Legacy Advisory Group, a Registered Investment Advisor. Insurance and Annuity products are sold separately through Legacy Financial Strategies, Inc.
CEP® The CEP® (Certified Estate Planner®) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements. The Registered Financial Consultant (RFC®) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.
RFC® Title: Registered Financial Consultant Description: RFC® Registered Financial Consultant According to the International Association of Registered Financial Consultants (IARFC), this designation is given to advisors who “meet and document seven stringent requirements of education, experience, examination, integrity, licensing, ethics and a significant amount of continuing professional education.” Candidates must pass an examination, and must complete 40 hours of continuing education per year. I ADDED: requires integrity and education in some or all of the following: personal financial planning; employee and government benefits; life, disability, medical and casualty insurance; investments; estate transfer and probate issues; and retirement, education, income tax and special needs planning. FROM CLIENT-WRITTEN BIO: The comprehensive RFC® examination covers a wide range of subject matter: principles of personal finance; debt and cash flow management; employee and government benefits; annuities, securities, investments and asset allocation; life, health and casualty insurance; education and special needs funding; estate planning; survivor income needs.