Our Designations

Certified Financial Planner - 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.

Chartered Financial Consultant

Chartered Financial Consultant® (ChFC®)

Designed for immediate, real-world application, the financial planning strategies taught in the Chartered Financial Consultant®(ChFC®) program prepare designees to advise a full range of potential clients on a diverse set of financial matters.

 Chartered Life Underwriter - CLU

Chartered Life Underwriter® (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.

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Accredited Estate Planner® (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.

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Master's of Science in Financial Services (MSFS)

The American College's 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.

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Certified Long-Term Care® (CLTC®)

By obtaining a Certification for Long-Term Care®, designees have undergone rigorous training around the many complexities involved in long-term care - the potential for financial and emotional hardship, the strategies to mitigate it, and the consideration for implementing insurance.