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• the Certified Financial Planner™(Cfp®) Certification is One of the Most Recognized Financial Planning Marks in the World. Cfp® Certification Identifies to the Public Those Individuals Who have Met Rigorous Professional Standards and have Agreed to Adhere to the Principles of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence When Dealing with Clients. the Certification Differs from an Educational Designation or State License in That it is Based Upon Requirements That have Been Determined by Extensive Job Analyses of Actual Practitioners in the Field, and Therefore, Continue to Evolve with the Profession. the Cfp® Certification Prepares the Financial Services Professional for A Career-Long Commitment to Meeting the Ever-Changing Financial Needs of Clients.
• the Purpose of Retirement Financial Planning is to Help Individuals Who are at or Near Retirement Build A Plan to Ensure They Meet Their Retirement Income and Other Financial Goals Throughout Their Nonworking Years and Manage the Many Risks They may Face. Coordinated Planning and Better Decision Making can Improve Retirement Security, and Research has Shown That Better Decisions can Make A Big Difference in Retirement Income. the Retirement Income Certified Professional® (Ricp®) Program Offers Relevant Solutions to Modern Retirement Income Planning Scenarios Ranging from the Common to the Complex, Covering A Broad Array of Topics Including Social Security Claiming, to Long-Term Care Concerns, and A Diverse Set of Distribution Options to Meet Varying Client Needs.
• the Chartered Life Underwriter® (Clu®) Designation has Long Been Recognized as the Fundamental and Foremost Educational Credential for Life Insurance Professionals. Since 1927, More Than 94,000 Individuals have Earned Their Clu®, Helping Them Build A Successful Life Insurance Practice by Providing Clients with Knowledgeable and Ethical Advice. for Financial Representatives, Field Management, Home Office Personnel, and Others Involved in Providing Life Insurance Products to the Public, the Clu® Designation Symbolizes Continuing Growth and Commitment to Professionalism.