Professional Designation Programs
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!
Asset Management Programs
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.
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.
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.
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
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.
This program provides the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans.
Industry Credential Programs
Gain basic, practical knowledge of the financial planning process and the five disciplines of financial planning. Completing the program will allow you to use the Registered ParaplannerSM or RP® mark.
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.