Joshua C. Rosenberg, investment advisor representative at Nabell Winslow Investments & Wealth Management, has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services. Mr. Rosenberg is a 2014 graduate of the University of North Carolina at Wilmington with a Bachelor of Arts Majoring in Economics. Mr. Rosenberg began his financial planning career in 2015 at Nabell Winslow. “We are extremely proud of Joshua Rosenberg and his accomplishment” said Mark Nabell, Managing Partner. “Rosenberg is a future star in the financial services industry and we are excited to see his future accomplishments” said Scott Winslow, Managing Partner at Nabell Winslow.
Candidates for the ChFC® designation must complete a minimum of eight college-level courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements and participate in continuing education to maintain professional re-certification. Since its inception in 1982, the credential has been widely regarded as a premier standard of knowledge and trust for financial planning professionals.
The ChFC® program prepares professionals to apply advanced skills to address the financial planning needs of individuals, families and small-business owners in a diverse environment. They can help clients identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to pursue those goals. Those who earn a ChFC® can provide knowledgeable 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 with a focus on the practical application of concepts learned.
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner™ (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu
Date and Time
Sun, Oct 10, 2021
10:00a - 11:00a EST