About Our Credentials
CFP® professionals meet rigorous education, training, and commit to CFP® Board’s ethical standards. CFP® professionals are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Chartered Financial Consultant is the advanced financial planning designation awarded by The American College of Financial Services to individuals that have completed the specific training and have had three years of relevant business experience.
The Chartered Life Underwriter® (CLU®) designation is a specialized certification in life insurance underwriting and planning. It equips financial professionals with a comprehensive understanding of life insurance products, underwriting processes, and how these solutions integrate into goal-based financial plans—including business continuity, employee benefits, and estate planning. It stands as the industry’s gold standard in life insurance underwriting and is earned through a five-course program, culminating in final exams for each course.
