Masters of Business Administration (MBA)
After receiving his Bachelors degree from the
State University of New York - Albany, Stephen Feehan went on to earn his MBA from
Binghamton University in Binghamton, NY.
Chartered Life Underwriter (CLU)
Received in August 2002 from The American College
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.
Charter Financial Consultant (ChFC)
Received in November of 2001 from The American College
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.
Accredited Estate Planner (AEP)
Received in August of 2003 from the National Association of Estate Planners & Councils
The AEP designation is awarded to professionals who meet stringent experience and education qualifications including two graduate level courses administered by The American College.
Chartered Advisor in Philanthropy® (CAP)
Received in May of 2005 from the American College
The Chartered Advisor in Philanthropy program is designed to assist anyone who is likely to advise clients and prospective donors about long-term planning for financial assets including attorneys, CPAs, development officers, planned giving officers, financial planners/wealth advisors, insurance professionals, brokers, investment advisors, trust officers, private bankers.
Certified Financial Planner ™ (CFP® )
Received in January of 2003 from Certified Financial Planner Board of Standards Inc.
The Certified Financial Planner™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
