Ark Wealth Partners is a growth-minded team. We continuously invest in our own learning and development so we can deliver the highest level of service and expertise to our clients.
CERTIFIED FINANCIAL PLANNER®
What it Is: The CFP® certification is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement, certified by the CFP Board of Standards, Inc.
What it Means: The CFP® certification is widely considered the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s code of ethics and fiduciary standards to always put their clients' interests first. Read the code of ethics here.
What it Requires: The CFP® certification is one of the toughest to earn in this industry. It typically requires more than 6,000 hours of experience and 250 hours of study, and on average takes 12-18 months to complete. Only 29% of financial advisors are CFP® professionals.
Certification for Long Term Care
What it is: The Certification for Long Term Care equips professionals with the necessary resources to discuss the subject of longevity and its acute consequences on a client's family - financially, physically, and emotionally - years down the road. CLTC professionals are able to offer advice to families to mitigate the potentially devastating consequences that can come with long-term care.
Chartered Financial Consultant
What it is: ChFC is a comprehensive and distinguished financial planning certification from the American College of Financial Services.
What it Means: The ChFC certifications verify a financial professional's knowledge, expertise, and commitment to upholding the highest ethical standards. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
What it Requires: Candidates must pass a total of eight courses covering all facets of financial planning, including financial planning, investing, retirement planning and insurance planning.
Chartered Life Underwriter
What it is: The CLU® designation is a formal recognition of expertise in and extensive applied knowledge of life insurance and estate planning.
What it Means: The CLU® designation is widely considered to be the most respected insurance designation in the industry. A CLU® advisor has in-depth knowledge of life insurance underwriting concepts and law within the context of overall risk management. It also provides the necessary knowledge to help address clients’ estate planning needs and the life insurance underwriting needs of business owners and professionals.
What it Requires: Earning this designation typically requires 3 years of experience, 400 hours of study, and can take 15-24 months to complete.
Certified Investment
What it Is: The CIMA® designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards.
What it Requires: The CIMA® designation requires advisors to meet rigorous standards including at least three years of relevant financial services experience, top tier global business school executive education completion, and 40 hours of continuing education every two years.