Insurance Designations| Insurance professionals can further their careers, increase their knowledge, and increase their earnings by earning insurance designations and certifications.
Learn the certification, continuing education and training requirements for each insurance designation. |
| Certified Financial Planner (CFP) The American College is the #1 provider of CFP Certification education. We can help you prepare for the CFP Exam with our CFP Certification Curriculum. | |
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| Chartered Advisor for Senior Living (CASL) The Chartered Advisor for Senior Living, CASL designation specifically prepares you better understand and serve those clients who are and will be retired soon. Key topics include Medicare and medical coverage, retirement needs, tax treatment of pensions, social security, trusts, estate planning and more. | |
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| Chartered Advisor in Philanthropy (CAP) The Chartered Advisor in Philanthropy (CAP) designation is designed to assist those that advise clients and prospective donors about long-term planning for financial assets including attorneys, CPAs, development officers, planned giving officers, insurance professionals, and trust officers among others. | |
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| Chartered Financial Consultant (ChFC) ChFC, Chartered Financial Consultant, is the most extensive education available to professional seeker a designation in financial planning. ChFC provides you with advanced knowledge and skills needed to perform comprehensive financial planning for your clients. | |
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| Chartered Leadership Fellow (CLF) Chartered Leadership Fellow, CLF, is a managerial leadership designation created specifically for financial services professionals. This program benefits future leaders and manager in both small and large financial businesses. | |
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| Chartered Life Underwriter (CLU) Chartered Life Underwriter, CLU, is the highest level designation available in the life insurance profession and gives you knowledge of the life insurance business, taxation, and the protection, accumulation, and distribution of wealth. | |
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| Chartered Property Casualty Underwriter (CPCU) The American Institute for CPCU (AICPCU) and the Insurance Institute of America (IIA) are nonprofit organizations offering insurance education, insurance publications, and insurance research as well as risk management education. | |
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| Financial Services Specialist (FSS) Financial Services Specialist, FSS, program offers essential financial sales training, planning fundamentals and key industry products and services like annuities, employee benefits and life insurance. The skills Financial Service Representative need to be successful. | |
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| Life Underwriter Training Council Fellow (LUTCF) LUTCF program offers essential insurance product knowledge and sales skills needed to advise clients on their insurance needs, while building your income potential. | |
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| Registered Employee Benefits Consultant (REBC) REBC, Registered Employee Benefits Consultant, designation provides education on pensions, retirement planning, and group medical, disability, and long-term care insurance. REBC is for financial services professionals who are selling or servicing the group insurance, health insurance, retirement planning, and incentive compensation markets. | |
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