In today’s changing environment, the need for current, effective retirement income planning is greater than ever. Enhance your skill set and gain the knowledge you need to deliver meaningful and sustained value to your clients in their retirement years.
The MSM degree program provides state-of-the-art advanced leadership education, knowledge and skills to its students. This accredited program combines core leadership topics with the knowledge executives need to progress to the next level in thought leadership and influence within their organization.
Please call 610-526-1395
Gain expertise in the wealth accumulation process and learn to help business owners develop compensation, succession planning and retirement income strategies. The MSFS provides the tools needed to analyze, plan and implement integrated financial and life strategies.
Please call 610-526-1385
The only doctoral program that awards a degree with an emphasis on retirement planning. The PhD program provides a comprehensive curriculum designed to produce graduates who will shape the future of financial and retirement planning through industry engagement based on empirical evidence.
Please call 610-526-1588
ChSNC® designees have the specialized skills needed to help clients plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations of estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, and more.
The CAP® provides the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. Courses provide an insight into the process of philanthropic planning, including, but not limited to, tax, tools and techniques.