CREDENTIALS AND DESIGNATIONS
The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.
The Chartered Advisor in Philanthropy® (CAP®) designation provides full time philanthropists, coordinators, and wealth advisors with a common body of knowledge and a shared credential, enabling them to collaborate effectively with clients on legacy planning. The cross-disciplinary workplace curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy.
The Master of Science in Financial Planning (MSFP) provides advisors with advanced training in financial planning. The two-year program focuses on developing a broad knowledge base in a variety of planning topics, while simultaneously cultivating applied knowledge through collaborative case study, research, and integrated planning.
The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.
The Chartered Advisor in Philanthropy® (CAP®) designation provides full time philanthropists, coordinators, and wealth advisors with a common body of knowledge and a shared credential, enabling them to collaborate effectively with clients on legacy planning. The cross-disciplinary workplace curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy.
The Master of Science in Financial Planning (MSFP) provides advisors with advanced training in financial planning. The two-year program focuses on developing a broad knowledge base in a variety of planning topics, while simultaneously cultivating applied knowledge through collaborative case study, research, and integrated planning.