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Advance Your Career With Professional Designations

You need a learning partner who delivers premium applied knowledge, deep engagement, flexible formats, unmatched expertise, and the time-tested leadership of an accredited institution.

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Our Differentiator? Outcomes.

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Establish Trust

Clients recognize your commitment to learning is a commitment to serving them with excellence. They pick professionals they trust.

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Grow Your Business

The proof is with your peers who say earning a College designation helped them earn 51% more.1

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Meet Client Needs

Clients have many complexities. Over 88% of your peers say The College’s designations prepare them for every client situation.1

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Expand Your Network

The College opens opportunities to engage. Nearly one in five advisors and agents are College designees.

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Professional Designations & Certifications

RICP®

Retirement Income Certified Professional®

Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.

CFP®

Certification Education Program

Prepare to earn your CFP® mark with us. Save 10% until 10/15 on our full, powerful self-study program!

ChSNC®

Chartered Special Needs Consultant®

Gain specialized skills and advanced knowledge to champion special needs individuals with honesty, ethics, and compassion.

WMCP®

Wealth Management Certified Professional®

Deepen your value with a goal-based planning framework that emphasizes how you impact people, not just portfolios.

CLU®

Chartered Life Underwriter®

Develop comprehensive risk management plans with expertise in the practical, legal, and ethical aspects of life insurance strategy and product.

ChFC®

Chartered Financial Consultant®

Go further to address diverse client needs with comprehensive knowledge in key areas of financial planning today. CFP® professionals need just one more course!

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Advisor Advice Accelerator

Your Next Step

Answer a few questions, and instantly receive a personalized learning plan best aligned with your knowledge goals.

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If you just get your licenses, you learn about the industry only at a very high level. When you get your RICP® [or another designation from The College], you start realizing what these tools you have can actually be used for.

Ryan Swenson, RICP®

Financial Advisor and Chief Growth Officer, Cary Stamp & Co.

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Once I began [the CLU® Program], I immediately realized the value of the content. It gave me the confidence to communicate complex concepts to clients in a meaningful way.

Jason Austell, MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®

Financial Planner, MassMutual Carolinas

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The CAP® designation helped me understand the landscape of the nonprofit sector, the unique challenges, and how me and my clients could contribute with dollars and actions.

Andrew Tudor, CFP®, CAP®

Chief Wealth Coach, Alchemist Wealth

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The WMCP® served as the catalyst to building out a healthy, sustainable, and growing goal-based consulting and wealth management firm.

Padric Scott, WMCP®, CFP®, ChFC®, CLU®, CCFC, AEP®, CAP®

Founder & CEO, CrossRoad Wealth Management Group

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Every single time an advisor asks me if the RICP® Program is a good investment, the answer is YES! It continues to serve me, even years later, on a daily basis.

Kristin Shea, RICP®

Business Development Coach, Triad Partners

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The knowledge I gained from the ChSNC® program has been invaluable. It provided me with the tools to help more individuals and families and meet and grow a network of professionals in the special needs space.

Mindy Neira, ChSNC®, CFP®

Principal and Wealth Manager, Modera Wealth Management

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Find What You Need to Know

Student Experience

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FAQs

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Legacy Programs

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Contact Us

Learn more about our designation outcomes

footnotes

1 The American College of Financial Services. Designation Outcomes Study. 2017.