(PRLeap.com) Asset Management Group, Inc. of Stamford, CT, is pleased to announce that Michelle Ross has passed the Risk Management, Insurance Planning and Employee Benefits course with the College for Financial Planning®. This will be the third course she has earned credit for, out of the seven required to be eligible to sit for the Certified Financial Planner® exam. This course explores fundamental insurance, annuity, and employee benefit concepts and products. Students gain knowledge of the principles of risk and insurance; learn how to analyze and evaluate risk exposures; and understand the concepts of personal and business insurance for life, health, disability, long-term care, and property insurance. Students also develop perspectives regarding the integration of social insurance (e.g. Medicare, workers compensation) within the framework of financial planning. Equity-based compensation, nonqualified deferred compensation and other employee benefits are also presented and discussed.
A Norwalk resident, Michelle is a graduate of Sacred Heart University with a Bachelor's Degree in Business Administration, with a concentration in management. She began working at Asset Management Group 15 years ago as an Administrative Assistant, and has been a rising star, while attending classes at night and continuing to work full time. After receiving her Financial Paraplanner Qualified Professional (FPQP™) designation from the College of Financial Planning in 2007, she was promoted to Client Services Coordinator. During her tenure, she has been responsible for addressing all aspects of the firm's clients' financial planning and administrative needs. In 2013, having successfully completed all course work, and passing the required Connecticut State exam to obtain a license from the Department of Insurance, Michelle was promoted to Executive Director. In addition to helping clients achieve their goals, she is also responsible for the implementation of comprehensive financial plans, designed to assist clients reach their financial objectives. In 2017 she obtained her Series 65 securities license by passing the FINRA administered exam and was promoted to Vice President. In 2021, Michelle was granted Accredited Wealth Management AdvisorSM (AWMA®) Designation by College for Financial Planning®. Michelle's portfolio also includes being responsible for the education and mentoring of new employees, to ensure they are fully acclimated and knowledgeable about the firm's core beliefs and responsibilities to their clients.
Asset Management Group, Inc., www.AMGplanning.com, was founded in 1983. The financial planning practice is a dynamic, privately held company with a well-established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client's expectations.
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Jennifer Brucato
Asset Management Group, Inc.
2039648300
http://www.amgplanning.com
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