I am writing to share some very exciting personal news! In an effort to expand my knowledge within the industry, and improve my commitment to Hudson Dynamic Retirement, Inc. and the clients that I serve by adding more breadth to the advice that I provide, I have recently earned a ChFC® or Chartered Financial Consultant® designation. This designation was awarded by The American College of Financial Services in Bryn Mawr, PA and is one of the two major professional degrees available in the financial planning industry (the other is the CFP designation).
I am very proud of my educational achievement and the role it has played in my professional life. When I first started working with Andy, I was a student at Pace University. After beginning full-time employment with the Firm, I became a night student to complete my degree in 2005 - earning a 3.99 GPA while graduating with distinction. Once I felt that I had mastered my work-related duties as a client service/administrative specialist, I began to explore ways for me to grow within Hudson Dynamic Retirement, Inc. That's when Andy encouraged me to obtain my securities licenses, which I did in the years to follow. Over three years ago I began to study for the Chartered Financial Consultant® degree - occupying every moment of free time mostly during evenings and weekends. This self-study program, with proctored exams containing 8 separate units and topics, required comprehensive knowledge and the practical application of all financial planning disciplines. Although I still find it hard to believe I was able to accomplish this goal, I know my studying will never end, as ongoing continuing education requirements are necessary to maintain the ChFC designation.
It didn't take long before I was able to apply what I learned through my studies! I look forward, with confidence that I will continue to cultivate skills and apply this knowledge to help our clients achieve their financial goals. I am excited to see what the future holds as I continue to grow with this advisory firm and play an important role in our client’s lives.