Professional
Jim Kirkpatrick has been part of the financial services industry since 1972.
Education
CLU
Chartered Life Underwriter
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
ChFC
Chartered Financial Consultant
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
AAMS
Accredited Asset Mangement Specialist
This designation is awarded for completing studies in Financial Planning to obtain extensive knowledge of asset management topics.
CRPC
Chartered Retirement Planning Counselor
This designation is awarded to financial advisors with increased knowledge of pre and post retirement financial planning.
- University of Rhode Island: Bachelor of Science in Physical Science
Awards and Recognition
Jim Kirkpatrick is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
- Million Dollar Round Table Qualifying/Life Member: 1984-2007
- National Quality Award: 1977-1980, 1982-1983, 1985-2007
|
