PHOENIX, Aug. 11, 2015 /PRNewswire/ -- Joshua Kehm, Active Money Management, Inc., Phoenix, AZ, has achieved Chartered Retirement Planning Counselor designation from the College for Financial Planning in Centennial, CO.
The designation allows Mr. Kehm to counsel clients on pre and post retirement issues and help them maximize resources of retirement income. He also specializes in insurance, fixed annuities and Social Security planning.
The CRPC® program teaches students how to assess a client's long-term planning situation and needs — and then evaluate retirement options and make appropriate recommendations. Also, with this training, designees can give their clients advice on planning for health care, asset management, beneficiary designations, tax considerations, estate planning and more. To be entitled to use the CRPC® mark, candidates must successfully complete the specialized program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct.
The Chartered Retirement Planning Counselor program provides CRPC® students with a graduate-level curriculum that focuses exclusively on retirement planning. All CRPC® designees must commit to ongoing continuing education to ensure that they receive up-to-date information about current issues impacting the area of retirement planning.
Police: Former Eastern Derry fire chief, secretary stole $67K from department
Advisor News
- Why advisors should offer retirement-longevity planning
- A hybrid approach outperforms the 4% Rule, researchers find
- The missing piece in most retirement plans
- Clients are bringing TikTok insurance advice into advisor meetings
- Embracing a family-centric approach to financial planning
More Advisor NewsAnnuity News
- The Manhattan Life Insurance Company Acquires Union Security Life Insurance Company of New York
- Cayman Islands premier to meet with U.S. reinsurance regulators
- Investigation finds deceptive sales, churning of annuities targeting postal workers
- Corebridge annuity sales slip ahead of Equitable marriage
- California teachers settle class-action lawsuit over in-plan annuity fees
More Annuity NewsHealth/Employee Benefits News
Life Insurance News
- AM Best Affirms Credit Ratings of PT KB Insurance Indonesia
- Westaim Reports Q2 2026 Results for the Quarter Ended June 30, 2026 and Leadership Update for Ceres Life Insurance Company
- Bismarck man convicted of insurance fraud involving dead wife sentenced to prison
- Insurers, rating firms push back on NAIC credit rating oversight plan
- The Manhattan Life Insurance Company Acquires Union Security Life Insurance Company of New York
More Life Insurance News