CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
A CHARTERED FINANCIAL ANALYST® is one of the highest distinctions in the investment management profession. CFA® professionals have an extensive knowledge on the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
A CHARTERED LIFE UNDERWRITER® is a financial professional with extensive knowledge of the life insurance industry and the underwriting process. CLU® professionals have obtained a level of insurance expertise that exceeds general insurance and basic life insurance underwriting requirements.
The CHARTERED FINANCIAL CONSULTANT® designation program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more.
A RETIRED INCOME CERTIFIED PROFESSIONAL® provides older adults with the advice they need to prepare for and live in retirement. The RICP® designation equips professionals with enough expert knowledge to build comprehensive income plans and make better decisions in the area of Social Security claiming, income tax planning, portfolio withdrawal strategies, Medicare, and more.
The CERTIFICATION FOR LONG-TERM CARE® equips professionals with the necessary resources to discuss the subject of longevity and its acute consequences on a client's family - financially, physically, and emotionally - years down the road. CLTC professionals are able to offer advice to families to mitigate the potentially devastating consequences that can come with long-term care.
The ACCREDITED ASSET MANAGEMENT SPECIALIST® is a designation program for financial professionals that provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.
The ACCREDITED ESTATE PLANNER® is a designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.