• CERTIFIED FINANCIAL PLANNER (CFP)

  • ABOUT CFP BOARD 

    CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP®certification.

    OUR MISSION

    Our mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

  • CHARTERED FINANCIAL CONSULTANT (ChFC)

  • Issuing Organization: The American College of Financial Services
     
    Accrediting Agency: Middle States Commission on Higher Education Agency
     
    Fiduciary: Yes
  • CHARTERED LIFE UNDERWRITE (CLU)

  • The CLU® is respected internationally as risk management’s highest standard of knowledge and trust. Since 1927, The American College has awarded this designation to professionals who obtain the advanced education to address the insurance needs of every client they serve.

  • CHARTERED ADVISOR FOR SENIOR LIVING (CASL)

  • Program Learning Objectives

    Upon completion of this program, the student should be able to:

    1. Demonstrate an understanding of the psychological, biological and sociological factors facing older clients in order to more effectively meet their unique needs
    2. Aid clients in making decisions about investment and estate planning
    3. Identify and analyze health and long term care financing alternatives for seniors
    4. Assist clients in making the decisions they face at retirement, including when to claim Social Security, how to take pension distributions, choosing annuities, and deciding between residential options
  • FELLOW, LIFE MANAGEMENT INSTITUTE (FLMI)

  • Overview

    The Fellow, Life Management Institute (FLMI) program is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry. The FLMI teaches advanced insurance and financial concepts to build a deeper understanding of the insurance business. Established in 1932, the FLMI program is the world’s largest university-level education program in insurance and financial services.

    The FLMI program consists of three levels:

    • Level I (Certificate)
      Provides need-to-know information about insurance products and operations so employees quickly gain confidence, serve the customer effectively, and contribute to company success.
    • Associate, Life Management Institute (ALMI)
      Provides job-relevant knowledge about the core insurance functions and strengthens business and financial acumen.
    • Fellow, Life Management Institute (FLMI)
      Teaches advanced insurance and financial concepts to build a deeper understanding of the insurance business. The five FLMI-level courses cover “big picture” business topics important to insurance professionals and managers. In general, these courses also cover quantitative and financial concepts in greater depth.
  • INDEXED ANNUITY LEADERSHIP COUNCIL

  • About Us

    The Indexed Annuity Leadership Council (IALC) formed in 2011 with a commitment to providing complete and factual information about the use of indexed annuities as a part of any balanced financial plan. We are a consortium of five life insurance organizations.

    IALC Mission

    Our mission is to help educate consumers, the media, regulators and industry professionals about the benefits of fixed indexed annuities.  Namely, that these products provide a source of guaranteed income, principal protection, and interest rate stability in retirement as well as balance to any long-term financial plan.

  • LIMRA LEADERSHIP INSTITUTE FELLOW (LLIF)

  • LIMRA

    LIMRA, a worldwide research, learning and development organization, is the trusted source of industry knowledge for over 850 financial services firms. LIMRA provides its members with the latest insight and analysis on retirement, insurance and distribution, helping them develop effective business strategies that positively impact the bottom line.

    LOMA

    LOMA is committed to business partnerships with its over 1,200 world-wide members in the insurance and financial services industry. Our goal is to improve company management and operations through quality employee development, research, information sharing, and related products and services. 

  • MBA, BETA GAMMA SIGMA, UNIVERSITY OF MASSACHUSETTS, LOWELL

  • UMass Lowell is a national research university committed to preparing students for work in the real world— solving real problems and helping real people— by providing an affordable, high-quality education.

  • BA, MERRIMACK COLLEGE

  • Merrimack College is a selective, independent college in the Catholic, Augustinian tradition whose mission is to enlighten minds, engage hearts and empower lives.

  • NAFA NATIONAL ASSOCIATION FOR FIXED ANNUITIES

  • NAFA, the National Association for Fixed Annuities, is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry about the benefits of fixed annuities.