FOR IMMEDIATE RELEASE
DATE: 02/25/2008
North Haven, CT—The College for Financial Planning®, located in Denver, is pleased to
announce that William F. Giaquinto Jr., of North Haven, CT, has successfully completed the CHARTERED RETIREMENT PLANNING COUNSELORSM or CRPC® Professional Designation Program. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form can earn the right to use the CRPC® mark.
Graduates of the CRPC® Program must complete a specialized independent study course that provides a general foundation for giving retirement planning advice to clients. The course covers key issues that occur throughout all phases of retirement planning. The designation is awarded to students after they successfully complete the course, pass a proctored final examination, and sign a code of ethics commitment and declaration form.
The CRPC® Program prepares individuals for the changing demands of the retirement
planning profession. The CRPC® curriculum emphasizes the importance of understanding each client’s individual financial situation, and then analyzing his or her related needs and identifying investment opportunities that will best meet those needs.
© 2005, College for Financial Planning, all rights reserved. Administrative Office, 8000 E. Maplewood Avenue, Suite 200, Greenwood Village, CO 80111.
CRPC® is a registered service mark of the College for Financial Planning.
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