Broker Check

CWM Launches Onsite Financial Designation Program

Concord Wealth Management is committed to the advancement of its advisors, and to support that effort, we are providing our own onsite designation program in partnership with The American College of Financial Services. The designation program supports Concord Wealth Management’s commitment to trusted and knowledgeable advice.

The objective of this program will be to guide advisors in getting three financial designations over a two-year period. The designations are:

  • CFP (Certified Financial Planner)
  • CLU (Chartered Life Underwriter)
  • RICP (Retirement Income Certified Professional)

“I fully believe the investments we make in expanding and deepening the knowledge of our advisors is one of the smartest investments we can make,” said John Laurito, CFP, ChFC, ChCP, Concord Wealth Management President and CEO. “The more expertise our advisors have, the better advice they can provide their clients and be able to better assist them with their financial progress.”

Concord Wealth Management with support from its parent company, Penn Mutual, is one of the few companies in our industry that supports and reimburses the full costs associated with these designations.

“We’re committed to helping our advisors obtain their designations such as CFP, CLU, RICP and making it as easy as possible for them to do so,” said John Laurito.

Concord Wealth Management is independent of HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Click here if you're interested in learning more about Concord Wealth Management employment opportunities.

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