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Enrollment

Which designation or degree are you interested in?
WMCP®
Wealth Management Certified Professional®

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.

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RICP®
RETIREMENT INCOME CERTIFIED PROFESSIONAL®

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.

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CFP®
Certification Education Program

The nation's best choice for advisors studying to become CFP® professionals. Our expert faculty ensure you are thoroughly prepared for your exam and the rest of your career.

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ChFC®
CHARTERED FINANCIAL CONSULTANT®

Advanced financial planning for every person and every need. With practical application-based content, you’ll be better prepared for greater success with the ChFC®.

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CLU®
CHARTERED LIFE UNDERWRITER®

Protect clients, their families and their business with the premier designation for insurance professionals.

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FSCP®
FINANCIAL SERVICES CERTIFIED PROFESSIONAL®

Gain the practical and ethical skills you need to build a successful practice. The FSCP® offers the most complete skills training available today, with an emphasis on product knowledge and business marketing principles.

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ChSNC®
Chartered Special Needs Consultant®

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.

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CAP®
Chartered Advisor in Philanthropy®

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.

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CLF®
Chartered Leadership Fellow®

Providing financial services managers with the knowledge and tools they need to achieve key organizational goals, such as recruitment and retention, setting performance standards, and developing business plans. 

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MSM
Master of Science in Management

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.

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CE
Continuing Education

You can earn CE credit for your studies toward a designation. Standalone ethics CE is available, as is CE for the CFP® program, and CE for your state.

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