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| Designations/Certifications | ||
| Financial Advisor Certifications / Designations | Certified Estate Planner™ (CES™) | Certified Senior Advisor (CSA) |
| Insurance Certifications / Designations | Certified Financial Divorce Practitioner (CFDP) | Certified Tax Specialist™ (CTS™) |
| Accredited Investment Fiduciary (AIF) | Certified Financial Divorce Specialist (CFDS) | Chartered Financial Analyst® (CFA®) |
| Associate In Claims (AIC) | Certified Financial Planner (CFP) | Chartered P&C Underwriter (CPCU) |
| Associate In Risk Management (ARM) | Certified Fund Specialist® (CFS®) | Professional Plan Consultant (PPC) |
| Certified Annuity Specialist® (CAS®) | Certified Income Specialist™ (CIS™) | Qualified Financial Advisor (QFA) |
| Certified College Planning Specialist (CCPS) | Certified Insurance Counselor (CIC) | Workers Compensation Specialist (WCS) |
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| Professional Development | ||
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