This badge was issued to Maricruz Romero on 08 Dec 2021.
- Type Validation
- Level Intermediate
- Cost Paid
Retirement Planning Certificate
Professionals who earn the Retirement Planning Certificate badge demonstrate the core concepts related to the retirement planning life cycle to client situations. Badge earners analyze client retirement data and complete unique planning for aging and/or chronically ill clients. These professionals create, implement, and monitor the planning.
- Type Validation
- Level Intermediate
- Cost Paid