Our Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Retirement Income Certified Professional (RICP®)
The RICP® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest form of academic accreditation.
Wealth Management Certified Professional (WMCP®)
The American College awards the WMCP® and describes it in this manner: The WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and investors. WMCP® provides advisers with a deep understanding of investment management and financial planning, and how they can be used to meet clients’ goals. They develop an expertise in analyzing and identifying goals and risk tolerance and building investment management plans tailored to the needs of their clients.
|
