Patrick Newton
The ChSNC® is the only credential designed to prepare financial advisors to help people with special needs. Through the program, advisors gain an in-depth knowledge of the best strategies for ensuring that families who are caring for a person with disabilities have the resources they need to live well.
ChSNC® professionals learn to wisely and compassionately guide families through complex financial decisions and benefits systems so they can gain the peace-of-mind they deserve. They gain a dynamic understanding of:
• Disability law
• Life insurance
• Healthcare issues
• Special needs trusts
• The ABLE Act
• Government benefits
• Social Security
• Medicaid complexities
• Special education
• Estate planning
• Retirement planning
• Tax deductions
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
Skills / Knowledge
- Special Needs Consulting
- Financial Planning
- Disability Law
- Life Insurance
- Healthcare Issues
- Special Needs Trusts
- The ABLE Act
- Government Benefits
- Social Security
- Medicaid Complexities
- Special Education
- Estate Planning
- Retirement Planning
- Tax Deductions
Issued on
July 1, 2024
Expires on
December 31, 2026