Professional

 

 

Evening of Honors

Awards and Recognition

  • Million Dollar Round Table Qualifying Member (2010-2016)
  • Northwestern Mutual Forum Qualifier (2013,2016)
  • National Assocation of Insurance and Financial Advisors Quality Award (2011 - 2014)
  • #2 Representative in the Central Region (Platinum award, 2012)
  • #1 Financial Representative in the Central Region (Silver Award, 2010)
  • National Sales Achievement Award (2010)
  • #1 First-Year Representative in the Central Region (Bronze Award, 2009)

Designations

Chris Fugman has earned his CFP® , ChFC®,  CLU® , and CASL® designations.

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

ChFC® (Chartered Financial Consultant®): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator with an 85-year heritage and the highest level of academic accreditation.

Since 1927, the Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on providing comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, Chris gained a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.


Memberships

Million Dollar Round Table (MDRT)

Chris Fugman is a Million Dollar Round Table (MDRT) Member.  MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Physicians Nationwide

Chris Fugman is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

 Click here to learn more about Physicians Nationwide.

Society of Financial Service Professionals

Chris Fugman is a member of FSP. For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. Society members have earned recognized professional credentials in the financial services industry.

Christopher Fugman, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

 

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