While we provide nationwide service, we are proud to offer you five locations
accross South Carolina & North Carolina.
MOUNT PLEASANT SUMMERVILLE GREENVILLE
South Carolina South Carolina South Carolina
501 Wando Park Blvd., Suite 140 100 South Main Street, Suite 100 1750 Executive Center Drive, Suite 100
Mount Pleasant, S.C. 29464 Summerville, S.C. 29483 Greenville, S.C. 29615
Phone: (843) 849-7878 ♦ Fax: (843) 849-7644 Phone: (843) 547-0066 ♦ Fax: (843) 989-0551 Phone (864) 250-9033 ♦ Fax: (866) 269-6341
FLORENCE CORNELIUSSouth Carolina North Carolina
2113 High Gate Street 19900 West Catawba Avenue
Florence, S.C. 29505 Cornelius, N.C. 28031
Phone: (843) 661-7655 ♦ Fax: (888) 484-5569 Phone: (704) 895-7475 ♦ Fax: (000) 000-0000
Life Insurance Disability Income Insurance Long Term
Care Asset Protection
Estate Planning
Professional Designations of
the Oak Capital Management, LLC Team
Certified Financial Planner, CFP®:
Issuing Organization: Certified Financial Planner Board of
Standards, Inc.
Prerequisites: candidate must meet the following
requirements:
A bachelor’s degree (or higher) from an accredited college
or university, and
Three years of full-time personal Financial planning
experience or the equivalent part-time experience (2,000
hours equals one year full-time).
Education Requirements: Candidates must complete a CFP-board
registered program and pass the comprehensive CFP
Certification Examination, agree to abide by the CFP
Board’s Code of Ethics and Professional Responsibility
and Rules of Conduct and comply with Financial Planning
Practice Standards.
Cont. Ed: 30 hours every two years
Charter Financial Consultant, ChFC®:
Issuing Organization: The American College of Financial
Services of Financial Services
Prerequisites: Candidates must have three years of full-time
business experience within the five years preceding the
awarding of the designation
Education Requirements: Candidates must take seven core and
two elective courses, equivalent of 27 semester credit
hours and pass a final, closed-book exam in each course.
Continuing Education: 30 hours every two years
Chartered Life Underwriter, CLU:
Issuing Organization: The American College of Financial
Services
Prerequisites: Three years of full-time business experience
within the five years preceding the awarding of the
designation
Education Requirements: Five core and three elective
courses, equivalent of 24 semester credit hours and
passing a final closed-book, proctored exam for each
course
Continuing Education : 30 hours every two years
Retirement Income Certified Professional, RICP®:
Issuing Organization: The American College of Financial
Services
Prerequisites: Candidates must have three years of full-time
professional experience
Education Requirements: Candidates must take three required
courses, equivalent of 9 semester credit hours and pass
a closed book, proctored final exam for each course.
Cont. Ed: 15 hours every two years
Financial Services Certified Professional, FSCP®:
Issuing Organization: The American College of Financial
Services
Prerequisites: N/A
Education Requirements: Candidates must complete a total of
seven courses, consisting of five elective courses of
their choice, a course in the Foundations of Financial
Planning, and a course in the Ethics for the Financial
Services Professional.
Continuing Education : 30 hours every two years
Registered Employee Benefits Consultant, REBC:
Issuing Organization: National Association of Health
Underwriters
Prerequisites: Candidates must meet experience requirements
and ethical standards, including three years of business
experience immediately preceding the date of use of the
designation are required; an undergraduate or graduate
degree from an accredited educational institution
qualifies as one year of business experience and, when
using formal education as qualifying experience, the
remaining two years must immediately precede the date of
the award
Education Requirements: Candidates must pass an examination
for five courses to earn the designation - three
required and two electives.
Continuing Education : 30 hours every two years
Registered Health Underwriter, RHU®:
Issuing Organization: The American College of Financial
Services
Prerequisites: Three years of full-time relevant business
experience is required for RHU® designation. The
three-year period must be within the five years
preceding the date of the award
Education Requirements: candidates must complete three core
courses and two elective courses and successfully pass
all 2-hour, 100-question examinations
Continuing Education : 30 hours every two years
Chartered Advisor for Senior Living, CASL®:
Issuing Organization: The American College of Financial
Services
Prerequisites: Meeting experience requirements for The
College's CLU, ChFC, RHU, REBC, and CLF designations, or
advising clients on Financial and/or practical matters
relating to their retirement years or on issues dealing
with aging for at least three of the five years
preceding the awarding of the designation.
Education Requirements: Five required courses, equivalent to
15 semester credit hours
Continuing Education : 15 hours, every two years
Chartered Advisor in Philanthropy, CAP®:
Issuing Organization: The American College of Financial
Services
Prerequisites: Candidates must be engaged in the following
professional activities three of the five years
immediately preceding the application:
Advising individuals or charitable organizations in wealth
and estate planning, Financial planning, charitable
planning, charitable giving, planned giving, nonprofit
or foundation management or services, investment
management of charitable assets or accounting; or
Employed in the nonprofit sector in a capacity related to
nonprofit management, development, planned giving or
fundraising.
Education Requirements: Candidates must complete the three
graduate-level courses, equivalent of 9 semester credit
hours and pass a closed book exam for each course.
Continuing Education : 15 hours every two years
Chartered Special Needs Consultant, ChSNC®:
Issuing Organization: The American College of Financial
Services
Prerequisites: At a minimum, any individual must present an
application
that clearly identifies at least five years of professional
experience in Financial
services or the practice of law, or four years of
professional Financial services experience and an
undergraduate degree
Education Requirements: Candidates must complete the three
graduate-level courses, equivalent of 9 semester credit
hours and pass a closed book exam for each course.
Continuing Education : 30 hours every two years
Life Underwriter Training Council Fellow, LUTCF®:
Issuing Organization: College for Financial Planning
Prerequisites: Candidate must be a member in good standing
with NAIFA.
Education Requirements: Candidates must complete three
8-week course and pass a final exam for each course.
Continuing Education : 3 hours of ethics-based continued
education every two years
Chartered Financial Analyst, CFA®:
Issuing Organization: CFA Institute
Prerequisites: Candidates must be in the final year of a
bachelor's degree program, have four years of
professional work experience, or have a combination of
professional work and university experience that totals
at least four years.
Education Requirements: candidates must pass the three
levels of the finance exams
Continuing Education : voluntary continued education
Wharton Executive Education Certificate in Retirement
Planning
Issuing Organization: Wharton School, University of
Pennsylvania
Prerequisites: Candidates must be an AXA Equitable Financial
advisor
Education Requirements: Candidates must complete class
sessions taught by 10 Wharton faculty members.
