Professional Designation Programs

Programs Summary:

Currently employed in the financial services industry and looking to differentiate yourself with a professional designation?

Look no further. The College has industry-benchmark designations in every facet of the financial services industry. Graduates of ALL of our programs report increases to their earnings, number of clients and job satisfaction year after year!

Career Benefits

 

Asset Management Programs

 

aamsAccredited Asset Management SpecialistSM

or AAMS® Program

Graduates of this program are able to identify client opportunities not only in investments but also in the areas of insurance, tax, retirement, and estate planning, while making recommendations based on all aspects of a client’s total financial picture.


adpa*Accredited Domestic Partnership AdvisorSM

or ADPA® Program

This program introduces students to the unique financial planning needs of couples who are considered to be unmarried under state/federal law and addresses the unique financial planning needs of lesbian, gay, bisexual, and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry.


*Accredited Portfolio Management AdvisorSM

or APMA® Program

Master the portfolio creation and management process via this unique 2-part program featuring hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions.


awma*Accredited Wealth Management AdvisorSM

or AWMA® Program

This program will enable you to address complex financial issues faced by affluent clients. You’ll gain the confidence to optimize clients’ investments to achieve their goals while minimizing investment volatility.


cmfcChartered Mutual Fund CounselorSM

or CMFC® Program

The only industry-recognized mutual funds designation, this program provides you with a thorough knowledge of mutual funds and their various uses as investment vehicles.


 

Retirement Planning Programs

 

crpc*Chartered Retirement Planning CounselorSM

or CRPC® Program

The course materials define a “road map to retirement,” enabling you to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning.


crps*Chartered Retirement Plans SpecialistSM

or CRPS® Program

This program provides the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans.


 

Industry Credential Programs

 

Foundations in Financial PlanningFoundations in Financial PlanningSM Program

leading to the RP® Designation

Gain basic, practical knowledge of the financial planning process and the five disciplines of financial planning. Completing the course and a three-month internship will allow you to earn the right to use the Registered ParaplannerSM or RP® mark.


 

Life Underwriter Training Council Fellow or LUTCF naifa-logo-black

A partnership with NAIFA, the LUTCF educated practitioners on four practice specialties: life insurance and annuities, health and employee benefits, multiline, and financial advising and investments.

 


 

*Indicates that the program is graduate-level.