Professional Designations & Certifications
Certification Education Program
Pass your exam the first time with the program that delivers pass rates 10-14% above the national average.
Chartered Special Needs Consultant®
Gain specialized skills and advanced knowledge to champion special needs individuals with honesty, ethics, and compassion.
Wealth Management Certified Professional®
Deepen your value with a goal-based planning framework that emphasizes how you impact people, not just portfolios.
Retirement Income Certified Professional®
Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.
Chartered Life Underwriter®
Develop comprehensive risk management plans with expertise in the practical, legal, and ethical aspects of life insurance strategy and product.
Chartered Financial Consultant®
Go further to address diverse clients’ needs with expert knowledge in 10+ key areas of advanced financial planning. CFP® certificants need just one more course!
Advisor Advice Accelerator
Your Next Step
Answer a few questions, and instantly receive a personalized learning plan best aligned with your knowledge goals.
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
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
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
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
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
Find What You Need to Know
1 The American College of Financial Services. Designation Outcomes Study. 2017.