Explore Our Professional Designation and Certification Programs

The CFP® certification is one of the most recognized and respected credentials in financial planning.

The Chartered Advisor in Philanthropy® (CAP®) designation prepares financial professionals to guide clients through meaningful legacy and charitable planning decisions.

The Chartered Financial Consultant® (ChFC®) program provides financial professionals with comprehensive, applied knowledge across all major areas of financial planning.

The Chartered Life Underwriter® (CLU®) designation is the gold standard in life insurance planning — a credential with nearly 100 years of history and over 113,000 designees.

The Donor-Advised Fund Certified Professional™ (DAFCP™) program helps professionals understand donor-advised funds across their full lifecycle.

The Financial Services Certified Professional® (FSCP®) program delivers the foundational knowledge and practical skills needed to launch and grow a successful career in financial services.

The Retirement Income Certified Professional® (RICP®) program equips financial professionals to build sustainable, holistic retirement income strategies for every client situation.

The Tax Planning Certified Professional® (TPCP®) program equips financial professionals with the specialized skills to navigate complex tax situations across all stages of a client's financial life.

The Wealth Management Certified Professional® (WMCP®) designation gives financial professionals a focused, modern framework for delivering goal-based wealth management strategies.