Professional Designations

Scholarships are available for the following professional designations:

Certified Financial Planner® (CFP®)

The nation’s best choice for advisors studying to become CFP® professionals. Our expert faculty ensure you are thoroughly prepared for the CFP® certification exam and for the rest of your career.

Chartered Financial Consultant® (ChFC®)

Advanced financial planning for every person and every need. With practical application-based content, you’ll be better prepared for greater success with the ChFC®.

Chartered Life Underwriter® (CLU®)

Protect clients, their families and their business with the premier designation for insurance professionals.

Retirement Income Certified Professional® (RICP®)

​In today’s changing environment, the need for current, effective retirement income planning is greater than ever. Distinguish yourself with the RICP® by providing meaningful and sustained value to your clients in their retirement years.

Financial Services Certified Professional® (FSCP®)

Gain the practical and ethical skills you need to build a successful practice. The FSCP® offers the most complete skills training available today, with an emphasis on product knowledge and business marketing principles.

Chartered Special Needs Consultant® (ChSNC®)

ChSNC® designees are equipped with the specialized skills needed to help clients plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, and more.

Chartered Advisor in Philanthropy® (CAP®)

The CAP® provides the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. Courses provide an insight into the process of philanthropic planning.

Chartered Leadership Fellow® (CLF®)

Providing financial services managers with the knowledge and tools they need to achieve key organizational goals, such as recruitment and retention, setting performance standards, and developing business plans.