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Brandy Ebron Earns Chartered Financial Consultant® (ChFC®) Designation

Brandy Ebron Earns Chartered Financial Consultant® (ChFC®) Designation

November 29, 2023

 

Please join the Broadway Wealth Management team in congratulating Brandy Ebron on earning her Chartered Financial Consultant® (ChFC®) designation.

To receive the ChFC ® designation, a candidate needs to pass a total of eight courses covering all facets of financial planning. In addition, they need to have worked full-time for three of the last five years in a related field. An undergraduate or graduate degree from an accredited institution counts toward one year of business experience. In addition, they must agree to comply with the American College Code of Ethics and Procedures, as well as pass the final examination.

Over 50,000 individuals have been awarded the ChFC® designation since its inception in 1982 and the credential is widely regarded as the highest standard of knowledge and trust for financial planning professionals. The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families, and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement, and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement planning.

Brandy Ebron has been in the financial services industry for 28 years of which as a co-owner of Broadway Wealth Management for the last six years. Broadway Wealth Management offers financial planning and investment services. The American College of Financial Services is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies, and others for over 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders.

Sources:

TheAmericanCollege.edu

ChFC: What Is A Chartered Financial Consultant? – Forbes Advisor

 

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