Enrollment
A comprehensive overview of goal-based personal wealth and investment management unlike any other professional credential available today, WMCP® helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships.
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.
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.
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.