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Financial Planning Month-October

October is Financial Planning Month

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

  • Steven Bergee, LACP, (loyal member since 2009) Senior Vice President and Managing Partner of e4 Insurance Services in Fargo, ND.
  • Wanda Caffrey, LACP, (loyal member since 2004) a Financial Advisor with inSource Financial Advisors (Ameritas) in Lincoln, NE.
  • Greg Reddell, LACP, (loyal member since 2021) a State Farm Agent in Salisbury, MD.
  • John Reilly, CFP, LACP, (loyal member since 1997) Senior Financial Advisor with Allied Wealth Partners in Madison, NJ.

LACP applicants must meet the certification’s professional experience and education requirements and agree to abide by NAIFA’s Code of Ethics, which requires them to serve their clients’ best interests. Applicants must then pass a three-hour proctored exam to demonstrate their professional knowledge in three areas: Insurance and annuity products; the consultative sales process; and ethical, legal, and regulatory requirements for insurance and annuity sales.

The LACP certification is accredited by the National Commission for Certifying Agencies (NCCA) and complies with the NCCA’s rigid Standards for the Accreditation of Certification Programs. The LACP certification is officially listed in the Financial Industry Regulatory Authority (FINRA) professional designations database, one of only eleven accredited certifications and designations of the hundreds listed with FINRA.

Insurance and financial professionals can apply now to take the LACP exam during the October 2021 testing window.

Apply for LACP Exam

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