Oak Creek Credentials

Credentials, Lifetime Learning and Education are essential to staying abreast in an ever changing world.

Certified Investment Management Analyst (CIMA®): Administered through the Investments & Wealth Institute (Formerly IMCA) and Wharton to individuals who meet its experience, ethical, education and examination requirements, it is the only credential of its kind designed specifically for financial professionals seeking competency as an advanced investment consultant. CIMA® designees are further required to adhere to the Investments & Wealth Institute’s Code of Professional Responsibility and Standards of Practice on an ongoing basis.

Chartered Financial Consultant (ChFC®) Administered through the American College in Bryn Mawr, PA the designation covers eight fields of study that include:

  • The financial planning process
  • Risk management
  • Income tax
  • Retirement planning
  • Investments
  • Estate & Taxes (business continuation & disposition)
  • Personal Financial Planning Strategies
  • Specialized strategies (divorces, blended families)