David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
The Chartered Global Management Accountant (CGMA®) is a top-tier, globally recognized credential jointly awarded by the American Institute of CPAs® (AICPA®) and the Chartered Institute of Management Accountants® (CIMA®). Launched in January 2012, this designation denotes advanced proficiency in finance, strategy, operations, and management within a business context—backed by rigorous coursework, case-study assessments, and at…
A Certified Senior Advisor® (CSA®) is a multidisciplinary professional credential awarded by the Society of Certified Senior Advisors®. Geared toward those serving older adults, the CSA® designation covers critical areas like health, finance, social, and legal aspects of aging. Candidates pass a 115-question exam and commit to strict ethical standards and continuing education—demonstrating the ability…
A Financial Paraplanner Qualified Professional® (FPQP®) is a certification from the College for Financial Planning® (a Kaplan company), designed to validate foundational knowledge in personal financial planning. The curriculum spans areas such as retirement, tax, investments, insurance, and estate planning—typically through about 100–144 hours of self-paced study followed by a 75-question closed-book exam with a…
A Professional Plan Consultant® (PPC®) is a retirement-plan specialist credential awarded by Fi360 to advisors who complete a structured, online training and pass a proctored exam. It signals expertise in managing compliant, effective 401(k) plans and serving as a plan fiduciary. The PPC® credential is appealing to employers and sponsors because it demonstrates a commitment…
A Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) is a financial professional trained to navigate the complexities of federal employee benefits. These consultants specialize in areas such as the Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS), Thrift Savings Plan (TSP), Federal Employees Group Life Insurance (FEGLI), and Federal Employees Health Benefits (FEHB). By…
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