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.
See how your knowledge strengthens client confidence.
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.
