College for Financial Planning^® programs range from comprehensive financial planning to the most crucial specialty areas in the financial services industry. Based on your experience, this chart can help determine which program is right for you.

 

Your Experience	Your Goals	The Solution	The Benefits
I have experience in financial services and have a bachelor's degree, or I am about to change my career direction.	I want to gain in-depth knowledge in financial planning and earn my CFP® certification	The CFP Certification Professional Education Program	Apply course work immediately to clients' situations. Develop special expertise in all aspects of the financial planning process. Fulfill the education requirements for the CFP® certification.
I have experience in the financial services industry and have a bachelor's degree.	I want an advanced degree with an emphasis in financial planning and the option of earning my CFP® certification.	The Master of Science Degree Program	Superior technical skills. Recognition and credibility. Distinguish yourself with specialized education.
I am new to the financial services industry. I am working at a bank, insurance company, investment house, or a financial planning firm. I am considering a career in financial services but have little or no experience.	I want some basic knowledge about the financial planning industry. I want to earn the Registered ParaplannerSM certificate.	Foundations in Financial Planning Professional Education Program leading to the RP®Designation	Understand the financial planning process. Gain experience in applying concepts to client situations. Strengthen your credibility.
I am an investment professional/financial advisor.	I want to give clients comprehensive wealth management advice. I want to make recommendations based on a long-term approach. I want a recognized designation.	Accredited Wealth Management AdvisorSM or AWMA® Professional Education Program	Gain advanced, yet practical knowledge about wealth management. Refine your ability to make recommendations that will ensure your clients' financial success. Add the AWMA® designation to your credentials.
I am an investment professional/financial advisor.	I want to give clients comprehensive investment advice. I want to make recommendations based on a long-term approach. I want a recognized designation.	Accredited Asset Management SpecialistSM or AAMS® Professional Education Program	Increase your productivity, confidence, and professionalism. Enhance credibility and develop long-term relationships with clients. Time-efficient advanced training. Add the AAMS® designation to your credentials.
I am an investment professional.	I want comprehensive knowledge of mutual funds. I want to give clients mutual funds advice. I want a recognized designation.	Chartered Mutual Fund CounselorSM or CMFC® Professional Education Program	Learn how mutual funds fit into your client's total financial picture. Enhance your credibility with the only industry-recognized designation. Apply this knowledge immediately to your business.
I am a financial advisor.	I want to provide retirement planning advice to clients. I want to meet the demand for knowledgeable advisors. I want a recognized designation.	Chartered Retirement Planning CounselorSM or CRPC® Education Program	Expand your practice through specialization. Gain credibility and practical knowledge, as well as a competitive advantage.
I am a financial advisor.	I want to design and administer retirement plans for business clients. I want a recognized designation.	Chartered Retirement Plans SpecialistSM or CRPS® Education Program	Strengthen your technical skills in a growing practice area. Keep pace with a new and evolving niche. Meet the challenging needs of your clients.
I already have a designation or certification. I am a financial advisor.	I need CE/CPE hours. I need to develop new skills quickly. I need timely specialized financial planning knowledge.	Continuing Education Courses	Expand your financial planning knowledge. Gain new technology skills with easy access via Internet or paper-based format. Stay ahead of your competition.

For more information call 1-800-237-9990, option 3, or send an e-mail.