Professional Designations

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.

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.

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.

Accredited Degrees

Master of Science in Management (MSM)

The MSM degree program provides state-of-the-art advanced leadership education, knowledge and skills to its students. This accredited program combines core leadership topics with the knowledge executives need to progress to the next level in leadership.

Master of Science in Financial Services (MSFS)

Gain expertise in the wealth accumulation process and learn to help business owners develop compensation, succession planning and retirement income strategies. The MSFS provides the tools needed to analyze, plan and implement financial strategies.

PhD in Financial and Retirement Planning

The only doctoral program that awards a degree with an emphasis on retirement planning. The PhD program provides a comprehensive curriculum designed to produce graduates who will shape the future of the financial and retirement planning profession.