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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 want to know you’re committed to learning above all else. 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 1-in-5 advisors and agents are College designees.

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Professional Designations & Certifications

CFP®

Certification Education Program

Prepare yourself for success on your exam and the rest of your career and save $1,000 on our full program with The Dalton Review®!

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.

RICP®

Retirement Income Certified Professional®

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

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®

Act now to acquire practical financial planning skills that let you meet each client scenario with confidence and save $1,000 on our full program!

Browse All Programs
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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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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

A learning experience that’s designed for you

Tuition, Aid and Scholarships

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Admissions Requirements

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FAQs

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Legacy Programs

See programs we previously offered

Contact Us

Learn more about our designation outcomes

footnotes

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