• Financial Advisor Sharon E Zeman of Edward Jones Receives Accredited Asset Management Specialist(TM) Designation

     
    Financial Advisor Sharon E Zeman of Edward Jones Receives Accredited Asset Management Specialist(TM) Designation


    Financial Advisor Sharon E Zeman of the financial services firm Edward Jones in Wisconsin Rapids, WI has received the Accredited Asset Management Specialist(TM), or AAMS(TM), designation through the College for Financial Planning®.

    Achieving this designation required in-depth study in the following areas:  

    ·    Investment strategies
     
    ·    Risk, return, and investment performance
     
    ·    Asset allocation and selection
     
    ·    Tax-sensitive investment strategies
     
    ·    Investing for retirement
     
    ·    Executive compensation and other benefit plans
     
    ·    Insurance products
     
    ·    Estate considerations
     
    ·    Regulatory issues for advisors
     
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