Master of Science in Financial Services® (MSFS)
This education provided the designee with the tools needed to analyze, plan and implement integrated financial and life strategies for affluent couples and individuals.
Chartered Financial Consultant® (ChFC)
A series of nine rigorous exams from The American College in Bryn Mawr, Pennsylvania are required. The ChFC is recognized as the most extensive financial planning credential in the industry.
Chartered Life Underwriter® (CLU®)
This is the world’s most respected designation of insurance expertise, and is a must-have designation when working with estate distribution planning, business succession planning, and funding estate tax liabilities.
Retirement Income Certified Professional® (RICP)
The RICP educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. These courses help advisors master retirement income planning, a key focus area not fully covered in other professional designation programs.
Master Certified Estate Planner® (MCEP®)
Among other issues, this advanced course teaches the estate planning professional on assisting the client through the settlement process and the ultimate transfer of wealth to the next generation(s). It also addresses the pitfalls and nuances of asset protection for those whose wealth and assets are exposed to higher risk. Problematic family dynamics, the use of sophisticated trusts, and business entities are also explored.
Certified Estate Planner® (CEP®)
Fundamental estate planning basics from Wills, Trust, POA's, Medical Directives, QTIPS, Irrevocable and Revocable Trust, and more.
Certified Social Security Claiming Strategies® (CSSCS)
The only comprehensive retirement training in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement.