A professional designation for experienced financial professionals who wish to become experts in retirement income planning. A Retirement Income Certified Professional helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement in order to live within a realistic budget and not run out of money prematurely.
The LUTCF designation is awarded to financial services professionals who show proficiency in standardized ethical requirements and who also complete a five-course curriculum that focuses on life insurance planning.
The ChFC® designation is an expansion on the coursework required for the CFP® designation. The coursework delves more into details of personal financial planning and is provided by the American College.
The Wealth Management Certified Professional (WMCP®) designation is awarded to financial professionals who have shown expertise in ethical standards and completed a rigorous curriculum. It signifies proficiency in guiding clients through goal-based wealth management strategies, including investing, borrowing, and protection, tailored to their financial objectives and life stages.