Edward Jones financial advisor receives chartered financial consultant designation
Published 5:27 pm Tuesday, May 6, 2025
Getting your Trinity Audio player ready...
|
Financial Advisor Kristine Jorgenson of the financial services firm Edward Jones in Austin has received the Chartered Financial Consultant, or ChFC, designation.
The course of study to earn the ChFC includes the following topics:
• Planning for business and individual retirement needs
•Tax-sensitive investment strategies
• Risk management and insurance
• Estate and gift-tax strategies
Contemporary applications for financial strategies
In addition to the education and examination components of the certification, Jorgenson will be required to complete a professional recertification program each year, including an ethics questionnaire.