Broker Check

About Designations

We always strive for higher marks.  Learn more about what our professional designations mean to you.


CERTIFIED FINANCIAL PLANNER

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.

EDUCATION, EXAMINATION, EXPERIENCE, ETHICS

Learn more


CHARTERED FINANCIAL CONSULTANT®

Advanced planning for every person, every need. That’s the promise of a ChFC® (Chartered Financial Consultant®) designation from The American College of Financial Services. We’ve redefined financial planning for advisors serving the ever-evolving American demographic with a comprehensive educational program. Comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. The goal of the ChFC® curriculum is to help you gain a significant advantage and help your clients meet their goals.

Learn more