cb14 secondary banner

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.

Gif of your life's work video
cb19 icon list

Our Differentiator? Outcomes.

Two hands shaking

Establish Trust

Clients want to know you’re committed to learning above all else. They pick professionals they trust.

Money tree growing

Grow Your Business

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

Checklist icon

Meet Client Needs

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

Hands holding three people

Expand Your Network

The College opens opportunities to engage. Nearly 1-in-5 advisors and agents are College designees.

cb25 program list

Professional Designations & Certifications


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®!


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®

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
cb12 repeater

Advisor Advice Accelerator

Your Next Step

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

Let’s Go
Woman looking at her designation options on a tablet
cb33 testimonial slider - V1 & V2
quotation mark

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

quotation mark

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

quotation mark

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

01 / 00

cb26 cta grid - v1

Find What You Need to Know

Student Experience

A learning experience that’s designed for you

Tuition, Aid and Scholarships

Learn how affordable your education can be

Admissions Requirements

Find out if you meet the requirements to enroll


Get answers to the most common questions

Legacy Programs

See programs we previously offered

Contact Us

Learn more about our designation outcomes


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