Lee Moore CFP®, CLU®, Earns Chartered Special Needs Consultant™ (ChSNC™) Designation

By: Poinsett Financial
 
 
Lee Moore, Founding Partner of Poinsett Financial
Lee Moore, Founding Partner of Poinsett Financial
 
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Financial Advisor
Insurance
Special Needs

Industry:
Finance

Location:
Greenville - South Carolina - US

GREENVILLE, S.C. - Jan. 25, 2018 - PRLog -- Lee Moore CFP®, CLU®, Financial Advisor with Poinsett Financial (http://www.poinsettfinancial.com/), has earned the Chartered Special Needs Consultant™ (ChSNC™) professional designation from The American College, Bryn Mawr, PA.

  The demand for financial advisors who understand the complexities of planning for the disabled has grown as more families include individuals with special needs and as laws that govern this field have become more complex. The ChSNC™ program is considered the most comprehensive credential available for financial advisors interested in effectively providing special needs individuals and their families with informed financial advice designed to help preserve assets without jeopardizing access to essential support services.

  In order to earn the ChSNC™ credential, financial professionals must have completed one of three advanced designations: The Chartered Life Underwriter® (CLU®), the Chartered Financial Consultant®(ChFC®) or the Certified Financial Planner® (CFP®). Completing the ChSNC™ designation requires a minimum of 120 hours of study as part of three college-level courses that include six hours of rigorous proctored examinations.

  Once the program is completed, a Chartered Special Needs Consultant™ can provide expert advice on a broad range of financial topics including special needs trusts; wills; powers-of-attorney; guardianships; Social Security and Medicaid; tax deductions and/or credits that apply to special needs individuals; and more.

  The American College 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. For more information, visit http://www.theamericancollege.edu

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