Our Designations

CERTIFIED FINANCIAL PLANNER (CFP^®)

The CFP^® certification is one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning.

*All information regarding designations provided by The American College.

Certified Public Accountant (CPA)

The Certified Public Accountant (CPA) designation reflects advanced expertise in accounting, taxation, and financial reporting. CPAs are trained to analyze complex financial information, ensure compliance with regulatory standards, and provide strategic guidance that supports informed financial and business decisions.

Chartered Life Underwriter (CLU^®)

The CLU^® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

*All information regarding designations provided by The American College.

Chartered Financial Consultant (ChFC^®)

Advanced planning for every person, every need. That’s the promise of a ChFC^® (Chartered Financial Consultant^®) designation from The American College of Financial Services. We’ve redefined financial planning for advisors serving the ever-evolving American demographic with a comprehensive educational program. Comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. The goal of the ChFC® curriculum is to help you gain a significant advantage and help your clients meet their goals.

*All information regarding designations provided by The American College.

Certification for Long-Term Care (CLTC^®)

The CLTC® (Certification for Long-Term Care) designation focuses on understanding the emotional, physical, and financial impact an extended need for care can have on families. The program equips professionals with the knowledge and tools to address long-term care risks, guide meaningful conversations, and, when appropriate, incorporate long-term care insurance as part of a broader planning strategy.

*All information regarding designations provided by CLTC® Certification for Long-Term Care.