Dave Clayman Earns Certified 401(k) Professional Designation

 In News & Media, Plan Sponsors, Small Business

Co-Founder and Principal Dave Clayman was recently awarded the Certified 401(k) Professional designation, or C(k)P®, by The Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. The C(k)P® designation distinguishes financial professionals who have demonstrated the knowledge and experience to favorably impact the outcome of corporate retirement plans.

The standards for the Certified 401(k) Professional designation are established by the C(k)P® Standards & Certification Committee. In addition to academic aptitude, C(k)P® professionals are required to demonstrate a real-world application of the core competencies taught in the classroom. They are expected to maintain a high degree of knowledge and ability in business management, technical competence and optimizing plan outcomes.

“The C(k)P® designation is important because it signifies a practiced knowledge of the latest trends in employee education, retirement preparation, retirement plan design, and financial wellness,” says Clayman. “Our firm’s commitment to ongoing education allows us to continue to meet our clients where they are and serve them in their best interests.”

Learn more about the Certified 401(k) Professional designation and The Retirement Advisor University here.

Dave Clayman, CMT®, C(K)P®, AIF®, CPWA®, Co-Founder and CEO
Dave has developed his passion for the markets and trading over the past 20 years, providing in-depth financial planning services to his clients to help them focus on their goals and protect their wealth. For the last five years in a row, Dave has received the Five Star Wealth Manager award. He is an Accredited Investment Fiduciary® designee, considered the gold standard for fiduciary care in the financial services, and earned the Certified 401(k) Professional designation, which distinguishes financial professionals who have demonstrated the knowledge and experience to favorably impact the outcome of corporate retirement plans. For Dave, it’s really just about the relationships he has with his clients and helping them to focus on and achieve their goals. Connect with him at 978-318-9502 or by clicking on the email link below.
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