Financial Education for Securities, Banking, & Insurance Professionals.

Not sure what is right for you?

Experience the premier authority on life insurance education in the nation. The College’s CLU® designation is the highest standard of knowledge and trust for today’s insurance practitioners. This prestigious course of study has helped advance the career of over 60,000 professionals by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients alike.

For professionals with five or less years in the industry, seeking to acquire practical sales and product knowledge, the FSCP™ designation is the right choice. We offer live local classes, live online webinars and a self-study option with an asynchronous online training center component.

For more details on all of our programs, please review the following designation descriptions.

Want to grow your insurance practice? Consider offering financial services. Take the first step with a financial designation. Download your guide.


Financial Services Certified Professional®

10 Courses

Plus required Ethics Course and Certification Exam

Product and skills training for the financial services professional.

Success Starts Here: Proven Results, New Choices. Product and skills training is the foundation for career-long learning and helps advisors and agents succeed. With the FSCP® program, we are taking our current training curriculum to the next level - offering fresh content and the latest delivery technology to give financial services professionals even greater results.

For more details on the curriculum and designation requirements, call a counselor today at 888-263-7265.

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Chartered Healthcare Consultant®

4 Courses: 4 Required / 0 Elective

Your competitive advantage in the new world of healthcare.

The Chartered Healthcare Consultant® (ChHC®) designation starts with two key courses: Essentials of Healthcare Reform and The Healthcare Consultant. Both are offered in the popular 10-week live class format for full College credit.

Whether you are calling on individuals or businesses, you need to equip yourself with the latest industry trends to be the most effective advisor in today’s healthcare environment. Even advisors who aren’t involved with healthcare benefits should know the basic terminology and parameters of the new laws, because ancillary benefit programs will also be affected. Healthcare is what employers and individuals are thinking about and these courses offer the first in-depth, comprehensive approach to quality education on the issue.

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Chartered Life Underwriter®

8 Courses: 5 Required / 3 Elective

Advanced Insurance Specialization

How This Program Can Advance Your Career

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

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Chartered Leadership Fellow®

6 Courses: 6/7 Required / 0 Elective

Enhance Your Managerial Leadership Skills.

Are you ready to become a leader? The Chartered Leadership Fellow® (CLF®) program provides financial services managers with the knowledge and tools they need to achieve key organizational goals, such as:

  • Recruiting and retaining top performers
  • Setting performance
  • Developing effective business plans
  • Improving managerial skills

The CLF® curriculum features an effective mix of relevant business courses to prepare individuals for today’s leadership challenges.

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Programs of Study
Centers of

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)