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Joan Bartz, Financial Consultant with Thrivent Financial has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College, Bryn Mawr, P A. Candidates for the ChFC® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements. Over 50,000 individuals have been awarded the ChFC® designation since its inception in 1982.
As financial planning’s highest standard, the ChFC® program prepares professionals to meet the advanced financial needs of individuals, professionals and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Bartz has been with Thrivent Financial for 18 years. She is an active volunteer in her community, serving on the Board for St. Croix Valley Habitat for Humanity and Topper Partnership Foundation and being active in her church, Lions Club and Chamber of Commerce.
The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a nonprofit educational institution holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu