AEP®

Accredited Estate Planner®

A graduate-level specialization in estate planning and awarded by the National Association of Estate Planners & Councils.

MSFP

Master of Science in Financial Planning

Advanced expertise delivered in core/residency and concentration courses that address the profession’s most complex topics.

ChSNC®

Chartered Special Needs Consultant®

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

FSCP®

Financial Services Certified Professional®

Jumpstart your career with a 360-degree curriculum emphasizing financial product knowledge, prospecting and marketing, and business planning principles.

cb15 resource post

Subscribe to Newsletter

Submit

Wealth Management Podcasts

The Insecurity of Social Security