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Designations

Certified Fund Specialist

Covering: mutual funds, ETF, and REITs, closed-end funds and similar investments, advanced fund analysis and selection...
$ $

Certified Fund Specialist

One in three Americans owns shares of a mutual fund. Without the leading-edge knowledge you get with our Certified Fund Specialist® (CFS®) designation, you may be missing an opportunity to serve one-third of your prospective clients in this vitally import

Certified Annuity Specialist

Covering: fixed-rate, equity-indexed, & variable annuities, titling options, living benefits and unnecessary taxes...
$ $

Certified Annuity Specialist

Annuities aren’t for amateurs. In fact, many investors avoid them out of fear of the unknown. But annuities offer distinct opportunities for many individuals, and learning to demystify them for your clients through our Certified Annuity Specialist® (CAS®)

Certified Estate and Trust Specialist

Covering: beneficiaries, wills and probates, retirement accounts, taxes, and trusts, living trusts and control trusts...
$ $

Certified Estate and Trust Specialist

The CES™ designation expands your range of services to include estate planning and asset repositioning on behalf of your financial planning clients. With CES™ knowledge and strategies, you can offer expert guidance on beneficiaries, wills, and much more.

Certified Income Specialist

Covering: retirement planning, cash reserves and FDIC coverage, closed-end funds, utilities, bonds...
$ $

Certified Income Specialist

If you’re like many financial advisors, you’ve honed your ability to help clients accumulate wealth. But have you mastered the specialized expertise in wealth distribution and management that is crucial to each client’s financial future? The CIS™ designat
Certificates

Alternative Investments

Covering: leveraged funds, hedge funds, and commodities, private equity, leveraged buyouts and mezzanine debt...
$ $

Alternative Investments

Our Alternative Investments Certificate is a streamlined package that brings you up to date quickly on essential topics for your financial planning clients. This certificate expands your range of services and equips you to provide expert guidance on lever

Divorce

Covering: divorce law and process, property division, retirement plans, and personal residences...
$ $

Divorce

Our Divorce Certificate is a streamlined package that brings you up to date quickly on essential topics for your financial planning clients. This certificate expands your range of services and equips you to provide expert guidance on divorce law and proce

Social Security and Medicare

Covering: benefits taxation, evaluating the impact of individual work histories, unemployment and disability benefits...
$ $

Social Security and Medicare

Our Social Security and Medicare Certificate is a streamlined package that brings you up to date quickly on essential topics for your financial planning clients. This certificate expands your range of services and equips you to provide expert guidance on
Masters
Please call and speak with an enrollment advisor to start the MSFS application process.