DAYTON — Jason M. Hallmark of Beavercreek and a financial advisor at Northwestern Mutual has earned the Retirement Income Certified Professional (RICP) professional designation from The American College, Penn.
Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program.
The RICP educational curricula is a complete and comprehensive program available to professional financial professionals looking to help their clients create sustainable retirement income. The rigorous three-course credential helps master retirement income planning, a key focus area not fully covered in other professional designation programs.
Using the most current techniques, RICP identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. The program covers a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.
