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: www.cfp.net
CHFC®
The ChFC® 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: www.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 www.ltc.cltc.com
AEP®
The AEP® 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: www.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: www.theamericancollege.edu
