Special Needs Planning Group

CONNECT

Address:

1250 Oakmead Pkwy. Suite 210
Sunnyvale, CA 94085-4037

Phone:

408-637-0242

Qualifications Designations | CFP ChSNC ChFC

Ken Prodger's Designations:

CFP®
The Certified Financial PlannerTM (CFP®) designation is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor’s degree (or higher) from an accredited college or university, three years of full-time personal financial planning experience and complete a course of study in financial planning topics. Candidates may be exempt from the course of study requirements if he or she holds one of the following: CPA, ChFC, CLU, CFA, Ph.D in business or economics, Doctor of Business Administration, or attorney’s license. All candidates must successfully complete the CFP Certification Examination. CFPs are subject to the CFP Board's ethical standards.

ChFC
The Chartered Financial Consultant (ChFC®) designation is offered by The American College. A candidate must successfully complete all courses in the program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Three years of full-time business experience is required and must be within the five years preceding the date of the award. The applicant is required to successfully pass nine courses, seven required courses and two electives. 

ChSNC

The Chartered Special Needs Consultant (ChSNC) designation, sponsored by The American College, teaches experienced financial professionals the technical and collaborative skills necessary to help clients make plans for the future of a loved one who has special needs. ChSNC candidates must complete two self-study courses and one live webinar capstone. Use of the ChSNC credential requires an extensive financial planning background. All designees using the mark with the public must have also completed either the CLU, ChFC, CFP, PFS credential, or have a master's degree in either financial planning or an equivalent area of study. Designees must adhere to The American College's Code of Ethics and complete 15 hours of continuing education every two years through The American College's PACE recertification program.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck