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.
Chartered Financial Consultant (ChFC®)
The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.
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.
Accredited Estate Planner (AEP®)
The AEP® designation is a graduate-level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning who support the team concept of estate planning. It is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
Masters of Science in Financial Services (MSFS)
The MSFS degree gives graduates the skills and confidence to implement complex financial strategies. The training required to obtain the MSFS provides students with tools to analyze, plan and implement integrated financial and life strategies, which in turn helps improve planning and strategies for their clients.
