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cb25 program list

Featured Learning to Advance Your Career

CFP®

Certification Education Program

Ace your exam the first time with a program whose pass rates remain above the national average.

CLU®

Chartered Life Underwriter®

Develop comprehensive risk management plans with expertise in the practical, legal, and ethical aspects of life insurance strategy and product.

WMCP®

Wealth Management Certified Professional®

Deepen your value with a goal-based planning framework that emphasizes how you impact people, not just portfolios.

RICP®

Retirement Income Certified Professional®

Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.

CAP®

Chartered Advisor in Philanthropy®

Help clients achieve their highest philanthropic aspirations with expertise in taxation, fundraising, purposeful planning, family dynamics, psychology, and more.

ChFC®

Chartered Financial Consultant®

Go further to address diverse client needs with comprehensive knowledge in key areas of financial planning today. CFP® professionals need just one more course!

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