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Chartered Financial Consultant, ChFC®

The Chartered Financial Consultant designation provides financial planners and other industry professionals with the tools to perform comprehensive financial planning for their clients. The program focuses on the entire financial planning process as an organized way to amass information and analyze a clients' total financial picture, to ascertain and implement precise financial goals, and to devise, apply, and monitor a comprehensive plan to achieve those goals. ChFC® must meet experience requirements and pass exams covering topics including the fundamentals of financial planning, income tax planning, insurance and estate planning.

Chartered Life Underwrite, CLU®

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. The prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.


The LUTCF is conferred only upon those individuals who meet or exceed the exacting qualification standards determined by the two organizations that jointly sponsor the designation, The American College and the National Association of Insurance and Financial Advisors (NAIFA). The designation marks a financial planner’s long-term commitment to professionalism on behalf of clients. The program provides the education necessary for understanding and addressing client’s concerns through the financial planning process through the implementation phase of achieving their goal(s).