Don Chamberlin Accepts Top Award for The Chamberlin Group

For Immediate Release.

Tampa Bay, Florida. Wednesday, December 12, 2019.

During the ceremony at NFL’s Tampa Bay Buccaneers Football Stadium, Don Chamberlin, the CEO and Founder of The Chamberlin Group of St. Louis, Missouri, accepted the award for most assets gathered from C2P Enterprises for the year 2019. The award is given annually to the firm who gathered the most assets out of 296 total offices nationwide.

Holistic Planning is a fee-based planning process using The Bucket Plan™ planning method which combines the disciplines of tax, estate, income, insurance, and financial plans for a comprehensive and customized plan for each individual American family.

C2P Enterprises helps financial fiduciary advisors provide their clients confidence in the distribution phase of retirement by providing marketing, administrative, investment advisory, asset management, insurance, and financial planning services to Holistic Advisors throughout the United States.

The Chamberlin Group serves families throughout the Greater St. Louis Metropolitan Region who wish to organize and plan the distribution phase of retirement by combining tax, legal, income, insurance, and financial planning using the proprietary Holistic Planning Process™

Don Chamberlin, CFF, CFEd, CFEI, and the other Holistic Planners at The Chamberlin Group conduct nearly 100 educational classes annually, assisting local families in learning about issues related to retiring. Classes, which are held at local colleges, libraries, and community centers, cover key topics such as Social Security, Taxes in Retirement, Long Term Care and others; are sponsored by national non-profit educational organizations The American Financial Education Alliance (AFEA) and The Society for Financial Awareness (SOFA).

Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if The Chamberlin Group is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of The Chamberlin Group by any clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

  


Chamberlin Group Receives Esteemed Certified Financial Fiduciary Certification

FOR IMMEDIATE RELEASE 

Contact: National Association of Certified Financial Fiduciaries™

8514 McAlpine Park Dr. Charlotte, NC 28211

(704)930-0032 • www.nationalcffassociation.org  •  [email protected]

Don Chamberlin, Jr., Jeremy Reiland, Don Chamberlin, III and Pat May of the Chamberlin Group Earn Certified Financial Fiduciary® (CFF) Designation

St. Louis, MO – Monday, February 11, 2019 Don Chamberlin, Jr., Jeremy Reiland, Don Chamberlin, III and Pat May from The Chamberlin Group in St. Louis, Missouri, have earned the Certified Financial Fiduciary® (CFF) designation. They join a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients best interest first.

CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. 

The National Association of Certified Financial Fiduciaries (NACFF) was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with fiduciary standards. They have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as a Certified Financial Fiduciary® (CFF).

To become a Certified Financial Fiduciary®, Don Chamberlin, Jr., Jeremy Reiland, Don Chamberlin, III and Pat May from the Chamberlin Group in St. Louis, Missouri met the following requirements:

  • Exemplified the highest standards of morals, ethics, and fiduciary standards of service
  • Successfully completed a rigorous training and certification process
  • Passed a certification exam with a score of 75% or better
  • Passed a full background check and is in good standing with all state and federal license requirements
  • Business office was reviewed for best practices and compliance
  • Completed and submitted the signed CFF Application for Certification.
  • Agreed to the NACFF terms of awarding and maintaining certification
  • Agreed to abide by and uphold the CFF Code of Conduct

The CFF course is offered in various states across the US.  The exam includes multiple-choice questions on subject areas including identifying what a fiduciary is, understanding the different types of fiduciaries, what triggers fiduciary responsibility, the best interest standard, the SEC Best Interest Regulation proposal, the NACFF code of conduct and fiduciary pledge of Good Faith, Care, and Loyalty to our Client’s Best Interest.” 

For more information about National Association of Certified Financial Fiduciaries™ and to register online, visit http://www.nationalcffassociation.org or email [email protected].

"All fiduciaries are not the same. CFF is the standard of Excellence"