Limited-Time Savings
Be exam-ready in under 12 months. Save up to $1,000+ on the CFP® Certification Education Program!
Be exam-ready in under 12 months. Save up to $1,000+ on the CFP® Certification Education Program! Enroll Now
Explore the MSFP
Achieve planning mastery with a flexible, modular graduate program.
Featured Event
Advanced Special Needs Planning Symposium
Exclusively on Knowledge Hub+
Featured Research
Advising Through Uncertainty
See how you can prepare clients for market uncertainty.
Featured Insight
New Campaign Spotlights the Specialist
Learn what we’re doing to promote your expertise.
Horizons 2026
Join us in Orlando for an epic retirement planning experience!
Trust Certificate Program
Purposeful Philanthropic Management
A Spectrum of Legacies
Learn a process to turn excess wealth into a legacy of impact for your family, heirs, and the causes you care about the most.
Financial Self-Discovery
Know Yourself, Grow Your Wealth®
Improve your relationship with money with bite-sized chunks of personal finance knowledge accessible on-the-go.
IRA Success
Ed Slott & Company's IRA Success
Get the IRA knowledge you need from America's IRA expert and Professor of Practice, Ed Slott, CPA.
AEP®
Accredited Estate Planner® Education Program
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.
