Our Credentials
Committed to learning
and serving you.
As our clients are the intended beneficiaries of our growth and development, we strive for continuous self-improvement. The collective and extensive experience we bring to the table enables us to best guide our clients throughout their lives.
CFP®
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
Sourced from the CFP Board designation description.
CLU®
For nearly 100 years, the Chartered Life Underwriter® (CLU®) designation has helped insurance and financial professionals seeking the knowledge they need to succeed in the life insurance field. Through the program, designees gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.
Sourced from The American College – Chartered Life Underwriter® Program description: theamericancollege.edu
ChFC®
The Chartered Financial Consultant® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation.
Sourced from The American College – Chartered Financial Consultant® Program description: theamericancollege.edu
RICP®
The Retired Income Certified Professional® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest form of academic accreditation.
Sourced from The American College – Chartered Financial Consultant® Program description: theamericancollege.edu
CLTC®
The CLTC® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client’s family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.
Sourced from Certification for Long-Term Care ltc.cltc.com
AEP®
The Accredited Estate Planner® designation is a graduate-level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning who support the team concept of estate planning. It is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
Sourced from The American College – Master’s of AEP® Program: theamericancollege.edu
MSFS
The Master’s of Science in Financial Services (MSFS) degree is awarded to those who complete 36 hours of course credits that focus on increasing skills related to analyzing, planning, and implementing cohesive financial strategies. Graduates of the MSFP program have a strong foundation in financial planning principles using sound, ethical, business practices.
Sourced from The American College – Master’s of Science in Financial Services Program Description: theamericancollege.edu