Our Designations
WE’RE CONSTANTLY LEARNING SO WE CAN IDENTIFY THE BEST OPPORTUNITIES FOR OUR CLIENTS.
Our goal is to plan deeper, wider, and further ahead so you’re equipped to achieve your greatest potential.
Click below to learn about our professional designations:
Wealth Management Certified Professional® (WMCP®)
A comprehensive overview of goal-based personal wealth and investment management unlike any other professional credential available today. WMCP® helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships.
Chartered Life Underwriter® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Accredited Estate Planner® (AEP®)
This graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning, is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Chartered Financial Consultant® (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Certified Advisor of Senior Living® (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.
CERTIFIED FINANCIAL PLANNER® (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. 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.
Retirement Income Certified Professional® (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Chartered Special Needs Consultant® (ChSNC®)
Advising families with minor and adult special needs children to ensure the highest quality of life. This designation gives advisors the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics, and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
Chartered Advisor of Philanthropy® (CAP®)
The CAP® designation is designed to bring financial professionals and nonprofit gift planners together to serve clients who want to plan not only for their own financial security and that of their heirs, but also to make a difference in the world. CAP® is accepted as the mark of a financial professional or gift planner committed to helping those who want to give wisely and well.
Chartered Financial Analyst® (CFA®)
A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.