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Choosing A Program

An education tailored to your needs.

What makes a career in financial services so rewarding is that there are always more things to know, better ways to serve, and new ways to grow. Many of our esteemed students, after starting with one of our foundational courses, will return to The College throughout their careers to continue to improve themselves.

They know that in a field that is getting increasingly crowded, you must seize every advantage that you can. A designation lets people know that you are someone who has earned their trust.


For New Professionals

You are just starting in your career, and you want to make sure you have a firm understanding of the skills and knowledge you’ll need to lay a strong foundation for your long-term success in financial services.

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For Experienced Professionals

You’ve been in the industry for several years, you’ve learned the fundamentals of customer service and acquisition and have good working knowledge of the products. Now you want to deepen your understanding of the core principles and practical applications, or even start to specialize, in order to increase your value to your clients.

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For Designation Holders from the College

You've likely already studied for a generalist designation like the CFP®, ChFC®, or CLU®, now you’re ready to start thinking about a specialized designation to broaden your customer base, or even an advanced degree that will help you reach the pinnacle of the profession.

If you’ve already earned one designation, a specialty designation, such as the RICP®, will help round out your expertise. Remember, the courses you’ve already passed could apply to another designation.

Need help choosing the program that’s right for you?