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Designations
CFP
Certified Financial Planner
This is perhaps the most widely recognized credential in the financial planning industry. The media has promoted this designation over most others for years, primarily because of its unbiased approach to teaching the financial planning process, and the rigorous certification requirements that are administered by the CFP board. The academic requirement consists of five courses covering insurance, estate, retirement, education, tax and investment planning plus ethics and the financial planning process. Once the academic requirement is complete, students must sit for the board exam. This is a 10-hour, 285-question test that spans two days and includes two comprehensive case studies. Once a passing grade has been achieved, prospective certificants must also complete at least three years of professional experience and get a bachelor's degree in order to obtain the CFP designation.
RICP
Retirement Income Certified Professional
Retirement Income Certified Professional - RICPA - is a professional designation for experienced financial professionals who wish to become experts in retirement income planning. These professionals helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement to live within a realistic budget and not run out of money prematurely.
ChFC
Chartered Financial Consultant
A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
MSFS
Master of Science in Financial Services
The Master of Science in Financial Services (MSFS) is an accredited degree program. MSFS provides you with the tools needed to analyze, plan and implement integrated financial and life strategies. The MSFS degree can be earned in as little as 20 months by following a structured calendar.
