PROFESSIONAL FINANCE CERTIFICATIONS


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Chartered Financial Consultant (ChFC)
The CFC designation is presented by the American College with a rich tradition of professional education. CFC graduates, who maintain registered membership, are authorized to use the C.F.C.designation. Certified Financial Consultants have earned a prestigious designation that demonstrate their commitment to the highest standards of their profession. Many employers require the Certified Financial Consultant designation when hiring or promoting. Institutional and individual clients also recognize the CFC member as a sign of integrity and professional excellence when selecting consultants and advisors. This site provides information about CFC.

Certified in Financial Management Designation (CFM)
FMA is the global leader in developing and disseminating knowledge about financial decision making. Members include finance practitioners and academicians and students who are interested in the techniques and advances which define the field of finance. It offers the CFM for qualified people. You can get more information on this site.

Certified Financial Planner (CFP)
A nonprofit professional regulatory organization, the CFP Board benefits and protects the public by establishing, maintaining, and enforcing education, examination, experience and ethics requirements for the practice of financial planning. It provides the information regarding the requirements and information to obtain the certification.

Chartered Financial Analyst (CFA)
The CFA is a globally recognized standard for measuring the competency and integrity of financial analyst. Certified by the Association for Investment Management and Research (AIMR), three levels of examination measure a candidate's ability to apply economic and finance principles at a professional level. The CFA exam is provided annually in more than 70 nations worldwide.

Chartered Financial Consultant (ChFC)
The ChFC program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. To earn the ChFC designation, students must complete ten courses--nine required and one elective. Students in the ChFC program are encouraged to take HS 318 (Insurance and Financial Planning) as their first course. HS 332 (Financial Planning Applications), the capstone course, should conclude the ChFC studies Registered HEalth Underwriter

Chartered Leadership Fellow (CLF)
The Chartered Leadership Fellow (CLF) – granted jointly by The American College, LIMRA International, and GAMA International – is the first managerial leadership designation created specifically for financial services professionals. Based upon the premise that managers need educational emphasis in interpersonal relationships, leadership, and organization, the CLF curriculum – developed by The American College management faculty and LIMRA and GAMA trainers, with the assistance of a practitioner advisory committee – provides you with the most contemporary thinking on the principles of management and leadership. The CLF program blends classroom skills training with a proven distance education self-study approach.

Chartered Life Underwriter (CLU)
The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. The CLU program provides insights into the life insurance business, its importance to the economy, its operation and distribution systems, and its resurging importance for safe and secure investments. For agents, field managers, home office personnel, and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism. To earn the CLU designation students must complete ten courses.

Graduate School Certificate Programs
To encourage students to take advanced courses in subject areas of particular interest, several certificates of concentration are available. The certificates, awarded upon completion of three or four related three-credit courses, provide tangible evidence graduate-level accomplishment and are an excellent way for prospective students to sample graduate study before making a full commitment to a degree program. Certificate credits earned may be applied toward the MSFS and/or MSM degree requirements if the student is admitted to a master's degree program.

Master of Science in Financial Services (MSFS)
The Master of Science in Financial Services (MSFS) degree program is the premier educational experience for those financial services professionals whose goal is to maintain the highest level of technical knowledge and practical application in serving their clients. It is designed to permit professionals to keep current in a particular area or to pursue knowledge encompassing all aspects of financial planning. The program comprises a sequence of courses designed to provide maximum study flexibility for the student through self-study and two one-week residency sessions on the College's campus. Each course in the program is technically current and complete in its approach. Moreover, each course is supported by practical case studies describing realistic circumstances and alternative solutions to everyday client situations.

Registered Employee Benefits Consultant (REBC)
The RHU designation signifies that an individual working in the traditional health insurance marketplace or in the managed care industry has successfully completed a rigorous three-course program. In addition, students also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

Registered Health Underwriter (RHU)
The RHU designation signifies that an individual working in the traditional health insurance marketplace or in the managed care industry has successfully completed a rigorous three-course program. In addition, students also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

Certification in Long Term Care or CLTC Professional Education Program
This comprehensive financial planning program is provided by University of Phoenix. This distance learning program provides on-site classes Detroit, Boston, New York and Washington DC. For more information about this program, you can call CLTC at 1-877-771-2582 or visit the web site www.ltc-cltc.com.

Registered Paraplanner Program
This program developed by the University of Phoenix provides basic entry level practical knowledge of all aspects of financial services industry.

Chartered Mutual Fund Counselor or CMFC
This program developed by University of Phoenix provides you with a thorough knowledge of mutual funds and their various uses as investment vehicles.

Accredited Asset Management Specialist or AAMS
The Accredited Asset Management Specialist Program developed by the University of Phoenix enables you to identify opportunities not only in investments but also in the areas of insurance, tax, retirement, and estate planning, while making recommendations based on all aspects of a client’s total financial picture.

Chartered Retirement Planning Counselor
The Chartered Retirement Planning Counselor Program developed by the University of Phoenix is a basic retirement planning program focusing on the pre- and post-retirement needs of individuals. Enrollment in the program allows you to study a variety of topics in the retirement planning field. The program guides you through the retirement process from start to finish, addressing issues such as estate planning and asset management.
 

Chartered Retirement Plans Specialist or CRPS
The Chartered Retirement Plans Specialist, or CRPS, Program developed by the Univeristy of Phoenix is specifically targeted at professionals who design, install, and administer retirement plans for the business community

Last Updated November 27, 2002.