Chartered Financial Planner | CFP

Chartered Financial Consultant | ChFC

Chartered Life Underwriter | CLU

Retirement Income Certified Professional | RICP

Copyright © 2015-2018  J. Charles Clark Consulting, L.P

Jim Clark, Jim Clark Retirement, Jim Clark Foundation, Jim Clark Indianapolis, Jim Clark & Associates, IRA, 401k, Estate Planning, Financial Planning, Retirement Planning.

NO other financial services professional is held to a
higher educational standard than is the
Jim Clark Retirement Planner.

While the majority of those who do retirement planning aren’t required to obtain one, Jim Clark Retirement Planners are required to obtain FOUR professional designations.

Since 1927, the American College of Financial Services has been the quintessential educational institution for the financial services industry.  Ergo, the Board of Directors’ decision to partner with the college in educating its planners.  The designations required of Jim Clark Retirement Planners are bestowed by the college.  They are the standard for academic excellence in the financial services industry.

A professional collaboration has been established between Jim Clark Retirement and The American College of Financial Services.


“The remarkable thing about Jim Clark Retirement TM is the firm commitment to professional education and the investment it makes in the education of its advisers. The college is proud to partner with Jim Clark Retirement to advance our mutual mission to increase professionalism and education in financial services, for the benefit of the profession and the public at large.”

Alan S. Lurty, MBA, RICP®, FLMI  
Vice President, Education & Business Development
The American College Of Financial Services.​


The tuition and miscellaneous costs required to obtain these designations is significant, but not to you.  Jim Clark Retirement will pay every penny.  You do the work; Jim Clark Retirement will provide the funding.