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For Experienced Professionals

For Experienced Professionals

You're ready for the next level.

You are at a critical stage of your career. You have experienced success, and you want to ensure that you can continue to excel. You now have a clear understanding of what your clients are looking for, and know that an education that complements your experience will make you an even more trusted advisor.

Experienced financial services professionals without a designation or advanced degree will benefit from programs such as CLU®, ChFC®, or CFP® certification education. Each of these programs have their own distinctions, all are aimed at providing you thorough, practical knowledge that can be immediately applied to building your business and serving your customers better. And now, courses in each program are available through the Personal Pathway® learning model.

Others may find the most value in a specialized designation, such as RICP® or WMCP®, or an advanced degree such as the MSM or MSFS. These programs offer highly focused courses that will give you the ability to better target potential customers and better position themselves in the marketplace. 

Recommended Programs

CFP®
CERTIFIED FINANCIAL PLANNER™ CERTIFICATION EDUCATION
The nation’s best choice for advisors studying to become CFP® professionals. Our expert faculty ensure you are thoroughly prepared for the CFP® certification exam and for the rest of your career.
ChFC®
CHARTERED FINANCIAL CONSULTANT®
Advanced financial planning for every person and every need. With practical application-based content, you’ll be better prepared for greater success with the ChFC®.
CLU®
CHARTERED LIFE UNDERWRITER®
Protect clients, their families and their business with the premier designation for insurance professionals.
RICP®
RETIREMENT INCOME CERTIFIED PROFESSIONAL®
In today’s changing environment, the need for current, effective retirement income planning is greater than ever. Enhance your skill set and gain the knowledge you need to deliver meaningful and sustained value to your clients in their retirement years.
WMCP®
Wealth Management Certified Professional®
A comprehensive overview of goal-based personal wealth and investment management unlike any other professional credential available today, WMCP® helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships.
ChSNC®
Chartered Special Needs Consultant®
ChSNC® designees have the specialized skills needed to help clients plan for the future with honesty, ethics, and compassion. A ChSNC® can navigate the unique considerations of estate planning, special needs trusts, life insurance, tax deductions, healthcare issues and more.
CAP®
Chartered Advisor in Philanthropy®
The CAP® provides the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. Courses provide an insight into the process of philanthropic planning, including, but not limited to, tax, tools, and techniques.