At Passehl Financial we are committed to providing exceptional service around your unique financial planning needs.
OUR DESIGNATIONS INCLUDE
WEALTH MANAGEMENT CERTIFIED PROFESSIONAL® (WMCP®)
The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.
CHARTERED FINANCIAL CONSULTANT® (CHFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
CHARTERED ADVISOR FOR SENIOR LIVING (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Chartered Advisor in Philanthropy (CAP®)
The Chartered Advisor in Philanthropy® (CAP®) provides the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.
Qualified Plan Financial Consultant
The QPFC® is a professional designation representing completion of a comprehensive course that demonstrates knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their QPFC designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities.
Certified Fund Specialist
The CFS® designation is a financial services certification that demonstrates expertise in mutual funds and other investments.
The Institute of Business and Finance (IBF) issues the CFS® designation. The certified fund specialist is one of the oldest certification designations in the mutual fund industry.
WEALTH MANAGEMENT CERTIFIED PROFESSIONAL® (WMCP®)
The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.
CHARTERED FINANCIAL CONSULTANT® (CHFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
CHARTERED ADVISOR FOR SENIOR LIVING (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Chartered Advisor in Philanthropy (CAP®)
The Chartered Advisor in Philanthropy® (CAP®) provides the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.
Qualified Plan Financial Consultant
The QPFC® is a professional designation representing completion of a comprehensive course that demonstrates knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their QPFC designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities.
Certified Fund Specialist
The CFS® designation is a financial services certification that demonstrates expertise in mutual funds and other investments.
The Institute of Business and Finance (IBF) issues the CFS® designation. The certified fund specialist is one of the oldest certification designations in the mutual fund industry.