Everest President Philip Rousseaux Earns Three of the Most Distinguished Designations in the Financial Services Industry
PR Web |
The Chartered Financial Consultant® (ChFC®) designation has been a mark of excellence for almost thirty years and currently requires the most of any financial planning credential. As financial planning's highest standard, the ChFC® program prepares professionals to meet the advanced financial needs of individuals, professionals, 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.
As a Chartered Financial Consultant®, Philip has completed the most extensive educational program required for any financial services credential. Each ChFC® takes eight or more college-level courses on all aspects of financial planning from
The CIMA® certification, delivered by Investment Management Consultants Association® (IMCA®), is the only credential designed specifically for investment advisors and consultants. CIMA® certified advisors apply investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. The certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through
CIMA® certification is the only financial services credential accredited by the
Lastly, as a Retirement Income Certified Professional® (RICP®), Philip is adept in the new and evolving retirement income planning field. The RICP® is an advanced designation that makes sure that advisors understand how to structure effective retirement income plans that help mitigate risk, and create substantial streams of income to last throughout their clients' retirement years. Unlike advisors who take a limited approach to retirement planning, Philip is an advanced financial professional trained in practical, comprehensive, and current retirement income techniques. While earning these impressive credentials is by no means easy, it is what differentiates Everest advisors from those of other firms.
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