We believe that technical competence is a cornerstone of providing the ultimate client experience.
Certified Financial Planner
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Curriculum contains five core courses that cover the following planning topics: estate planning, tax planning, investment planning, education planning, insurance planning, ethics, retirement planning, and the financial planning process.
Certified Public Accountant
Offered by the American Institute of Certified Public Accountants, the CPA designation is for those who pass an exam and meet work experience requirements. The CPA designation certifies that professional standards for the industry are enforced, including Code of Professional Conduct, Compilation and Review Standards, Continuing Professional Education (CPE) Programs Standards, Audit and Attest Standards, Peer Review Standards, Consulting Services Standards, Preparation, Personal Financial Planning Standards, Valuation Services Standards, and Tax Standards.
Personal Financial Specialist
A specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals must complete 60 hours of continuing professional education.
Chartered Retirement Plan Specialist
The Chartered Retirement Plans Specialist℠ or CRPS® designation is the nation’s premier credential focusing on retirement plan administration. Candidates master the process of designing, installing and maintaining company retirement plans while earning this designation.
Master of Science in Taxation stresses real-world content that prepares students to be knowledgeable tax professionals. Courses cover general and specialized tax subjects, including: estate and gift tax, partnerships, C corporations, LLCs and S corporations, California and multi-state tax, international tax, retirement plans, tax issues for individuals, and tax research.
Chartered Life Underwriter
A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses. Upon completion, students have the expertise to provide guidance to clients on types and amounts of life insurance, make recommendations on aspects of risk management, and expert knowledge of various insurance solutions.
Certified Private Wealth Advisor
The Certified Private Wealth Advisor® (CPWA®) certification is an advanced designation established for wealth advisors who work with high-net-worth clients, concentrating on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who receive the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Qualified Family Office Professional
The Qualified Family Office Professional (QFOP) designation is intended for those whom want to enter the realm of the single family office. This can be done by creating, operating, and managing the investments of Single Family Offices. The course offers case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your clients or family. Students learn about the fundamentals, structures, trends, and areas of investment critical to managing single and multi-family offices.
The Chartered Family Office Specialist (CFOS) provides family offices and other wealth advisors technical training in wealth education, financial and operational due diligence, and soft side family office structuring. Additionally, the Chartered Family Office Specialist designation requires individuals to demonstrate competence in successfully managing a family office.
Certified Private Equity Professional
The Certified Private Equity Professional (CPEP) designation is a certification program for private equity fundamentals, industry terms, career tools, and best practices. The Certified Private Equity Professional was developed by the Private Equity Investment Group for individuals seeking to learn about the structures of private equity, the intricacies of leverage buyouts, how to measure returns, and the relationship between general partners.
The Certified Plan Fiduciary Adviser (CPFA) designation signifies an individual’s knowledge, expertise, and commitment to working with retirement plans. Plan advisers who earn their CPFA demonstrate the proficiency required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.