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Kirk S. Okumura, MSFS, CHFC®

Academic Director, Financial Services Certified Professional® (FSCP®) Program

Kirk S. Okumura, MSFS, ChFC®, is Academic Director of the Financial Services Certified Professional® (FSCP®) Program. As Academic Director, he is responsible for managing the training and practical academic content, program development, and integration with company training programs for the FSCP® designation program and related courses. The FSCP® program content helps financial services professionals learn the necessary product knowledge, and marketing and planning skills to market financial products or to penetrate new markets. In addition, he teaches courses from the FSCP® Program along with HS 300 Financial Planning: Process and Environment.

Posts by Kirk S. Okumura, MSFS, CHFC®

Financial Planning

3 Prospecting Principles That Pave The Way To A Rewarding Financial Services Career

For those new to the financial services profession, perhaps the biggest challenge is finding people to talk to about your products and services. The No. 1 reason why agents and...

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Financial Planning, Other

Maximizing LinkedIn with Minimal Compliance Exposure

With the proliferation of mobile devices, social media has quickly become a dominant influence on modern communication and culture. Clearly, as a tool for client building and...

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Financial Planning

Social Media: Adventures in Life-stage Marketing for Financial Advisors

Consider the typewriter. The clunky, mechanical device — and the White-Out and retyping inevitably needed to draft anything on one — harkens back to another era in technology....

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