8816 Six Forks Road
CERTIFIED FINANCIAL PLANNER (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Accredited Investment Fiduciary® (AIF® ) designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.
AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
Retirement Income Certified Professional® (RICP®) educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
The RICP® designation will provide Corbin’s clients with confidence that he is well-educated in the fields of Social Security income, pension planning, portfolio distribution, Medicare, The Affordable Care Act, required minimum distribution laws, and taxes that today's retirees will face during retirement.
Additional industry licenses held by Corbin Oliver include:
The Junk Drawer Approach to Investing
9 Facts About Retirement
Four Reasons Millennials Need an Estate Strategy