CFP® - CERTIFIED FINANCIAL PLANNER® Practioner
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

ChFC® - Chartered Financial Consultant
The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

CLU® - Chartered Life Underwriter
The CLU® designation focuses on in-depth knowledge of life insurance, including underwriting concepts, overall risk management, and estate planning needs. For Financial Advisors the CLU® designation is the common bond for continuing growth and commitment to professionalism.

CASL® - Chartered Advisor for Senior Living
Holders of the CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning.

AEP® - Accredited Estate Planner
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. It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning.

RICP® - Retirement Income Certified Professional®
The Retirement Income Certified Professional® - RICP® - is a professional designation for experienced financial professionals who wish to become experts in retirement income planning.