PROFESSIONAL DESIGNATIONS
Certified Financial Planner (CFP®)
The designation requires comprehensive knowledge in all areas of financial planning. This includes: insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. Candidates for the CFP® must complete educational requirements necessary to sit for the CFP® exam, which covers over 100 topics on integrated financial planning. In addition to passing the exam, the certificants must also complete 3 years of qualifying work experience, complete ongoing continuing education, and adhere to the CFP® Board's Code of Ethics.
For further information of the CFP®
Chartered Financial Analyst (CFA®)
The CFA® is a self-study, graduate-level program for investment professionals. The requirements to earn this designation include passing three difficult exams requiring extensive knowledge in accounting, economics, security analysis, and portfolio management. For each test, candidates must commit to approximately 250 hours of reading in preparation.
For further information on the CFA®
Chartered Financial Consultant (ChFC®)
The ChFC® is very similar to the CFP® designation, in that the candidates must demonstrate thorough knowledge of financial planning topics by successfully completing a comprehensive exam covering a broad range of financial planning topics. However, the ChFC® coursework contains two electives allowing for concentration on specific subjects.
For further information on the ChFC®
Master of Business Administration (MBA)
The Masters of Business Administration degree exposes students to a wide range of subjects allowing for concentration in specific areas of business management of financial topics. It attracts people from a wide range of academic disciplines. The MBA designation originated in the United States, emerging from the late 19th century as the country industrialized and companies sought out scientific approaches to management. The MBA degree has since achieved worldwide recognition.
For further information on the MBA
Chartered Life Underwriter (CLU®)
A Chartered Life Underwriter (CLU®) is a professional insurance and financial services designation granted by The American College (Bryn Mawr, PA) to individuals who have proven themselves to be educated, qualified, experienced, ethical, and knowledgable. These individuals prove themselves educated by completing a comprehensive eight-course curriculum focused on estate and retirement planning and insurance. They prove themselves qualified by passing a series of written examinations; experienced by meeting specified experience requirements, or having three years of qualifying professional experience. Their ethics are proved worthy by maintaining ethical standards and adhering to The American College's Code of Ethics. Lastly, these individuals prove themselves knowledgeable by earning their re-certification every two years through The American College, thereby ensuring they are informed on the latest developments in financial services.
For further information on the CLU®
Qualified Kingdom Advisor
A Qualified Kingdom Advisor prayerfully seeks God's wisdom to share with you as they make any recommendations relative to your financial situation. A Qualified Kingdom Advisor is going to have a worldview or perspective that is different from the non-Christian and their character is held to a higher standard. The Advisor helps a client make financial decisions that have eternal consequences.
For further information on Kingdom Advisors
