Designations

CLU®

The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

CFP®

The CFP® certification is one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning.

MSFS

The MSFS degree gives graduates the skills and confidence to implement complex financial strategies. The training required to obtain the MSFS provides students with tools to analyze, plan and implement integrated financial and life strategies, which in turn helps improve planning and strategies for their clients.

CHFC®

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

CAP®

The advisor earning the CAP® designation has taken three courses in philanthropy covering various impacts of planning for family wealth, charitable giving, and gift planning for non-profits. The courses are offered through the Irwin Graduate School of The American College.

This information provided by The American College as a public service.