Our planners maintain the following credentials through continuing their education on financial planning and investment management while abiding by a strict code of ethics. Through obtaining these credentials and designations our planners gain the knowledge and experience to help you achieve life goals through good financial decisions.
CFP®
The CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience, and ethics requirements.
More about the CFP® designation, and and how we work for you.
Link to the CFP® website – CERTIFIED FINANCIAL PLANNER™
CIMA
The CIMA credential is awarded by the Investment Management Consultants Association to professionals who pass a pre-qualifying and a certifying exam, complete coursework at the Wharton School, University of Pennsylvania, have a minimum of three years experience in investment consulting, and fulfill continuing education requirements.
Link to the CIMA website - Certified Investment Management Analyst
ChFC
The ChFC credential is a financial planning designation awarded by The American College. The Chartered Financial Consultant” (ChFC- ) program prepares advisors to meet the advanced financial planning needs of individuals, professionals and small business owners through in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
More about the ChFC® designation – and how we work for you!
Link to the ChFC website - Chartered Financial Consultant
CEBS
The CEBS designation is cosponsored by the International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School, University of Pennsylvania. The 8-course college level curriculum provides a comprehensive understanding of benefit concepts and principles.
Link to the CEBS website - Certified Employee Benefit Specialist
CLU
The CLU designation is awarded by The American College to insurance and financial services professionals who have met the College’s three-year business experience requirement, passed its eight college-level education courses and agreed to abide by its code of ethics.
More about the CLU® designation, and how we work for you.
Link to the CLU® website - Chartered life Underwriter
The Shobe Financial Group is an independent service identity. Advisory services and business consulting services are offered through Shobe & Associates, Inc., an independent Registered Investment Advisor. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Any links provided are for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.