The CFP® designation is widely considered the standard of excellence for financial planners. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest

Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® this designation allows designees to distinguish themselves as a true member of the estate planning team. It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

A CASL certification is held by financial advisors who have demonstrated a commitment to helping clients who are middle-aged and older achieve and preserve financial security through wealth management, wealth preservation, and wealth transfer planning. They have a deep understanding of long-term care financing, estate planning, and more.

A Chartered Financial Consultant has not only completed educational courses, but also possesses practical experience in key topics such as estate planning, employee benefits planning, asset protection planning, income tax planning, and more. This allows them to give reliable financial advice from a holistic approach.

The CLU designation indicates specialization and in-depth knowledge in life insurance and estate planning. It provides modern expertise in practical, legal, and ethical aspects of life insurance and estate planning to tackle each unique situation.

RICPs help retirees and near-retirees use the assets they have accumulated for retirement sustainably. They specialize in creating distribution plans that allow retirees to live comfortably within a realistic budget and not run out of money prematurely.

Issued by the American College of Financial Services, this designation educates professionals on strategies for investment management, tax planning, and risk management.