Local Financial Advisor earns Chartered Advisor in Philanthropy ...

Local Financial Advisor earns Chartered Advisor in Philanthropy? Designation

Jul 11, 2012

COLUMBIA, SC - July 11, 2012 - Frank Braddock, a Registered Representative at JHS Capital Advisors has earned the Chartered Advisor in Philanthropy? (CAP?) professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania.

The CAP? program provides professionals in the nonprofit and financial services fields that work with individuals and families in the development and implementation of philanthropic programs with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals.
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Candidates for the CAP? designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of supervised written examinations. The curriculum addresses issues of advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Over 350 individuals have been awarded the CAP? designation since its inception in 2003.
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Frank Braddock has guided client families through more than a decade of difficult times in the U.S. markets. Braddock works with families from a holistic approach, taking into account the competing interests and goals that many families have. He is a strong advocate of active portfolio management with a particular focus on managing risk.? He is a Certified Financial Planner Practitioner?, a Certified Investment Management Analyst? and a Chartered Retirement Planning Counselor?.
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Source: http://www.midlandsbiz.com/articles/11403/

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