Qualifications of Your Host...          Jeanne LaBrier Clarkson, RFC

Ball State University

Ball State University

 
Choosing a financial advisor is a very personal decision.

 However, be sure to check these factors:

  • Education
  • Certifications and Licenses
  • Experience
  • Compatibility

Jeanne LaBrier Clarkson has a solid educational foundation in all areas of business ( Bachelor of  Science Degree  Ball State University, Business Administration, with Departmental Majors in Finance, Insurance, and Management, 1985 ) and updates her knowledge annually with a minimum of forty hours of continuing education...  courses and training on new tax laws, estate planning, business strategies, and ethics for the financial professional.

With NASD (National Association of Securities Dealer) licenses Series 6 and 63 and maintaining licenses in all areas of insurance since 1985, Jeanne has evaluated a wide variety of investment products that you can use in your planning process.

Jeanne earned the designation Registered Financial Consultant in 1997. RFC is bestowed  by the IARFC, International Association of Registered Financial Consultants.

RFC

 Registered Financial Consultant. Has a professional financial planning designation or has passed a comprehensive RFC examination. Meets requirements of experience, ethics, licenses and a significant annual continuing education of 40 hours yearly. About 1,500... source International Association of Registered Financial Consultants

 "This education must be related to the provisions of financial planning services and products, and not motivational or sales specific."