Laurie Clausen, a financial advisor with Edward Jones in Grand Rapids, has received the Chartered Financial Consultant, or ChFC, designation.
The course of study covers planning for business and individual retirement needs, tax-sensitive investment strategies, risk management and insurance, estate and gift-tax strategies, and contemporary applications for financial strategies.
In addition to the education and examination requirements, Clausen must complete a professional recertification program each year, including an ethics questionnaire.
Edward Jones is a financial services firm serving clients in the United States and Canada.
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