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.
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.
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.
A Juris Doctor (JD) degree, also known as a Doctor of Jurisprudence or Doctor of Law, is a graduate-level professional degree that prepares students to practice law.