When you hire a CFP® professional, you are hiring a trusted advisor who has committed to CFP Board to putting your interests first. That’s because as part of their certification, a CFP® professional commits to acting as a fiduciary—which means acting in your best interests at all times when providing you with financial advice and financial planning services. A CFP® professional can receive sanctions from CFP Board, and even risk losing their certification, for violating this standard.

By working with a ChFC®, you know your advisor has a comprehensive financial planning education and knows how to leverage the knowledge of investments, insurance, and tax planning strategies into a financial plan designed for you. Moreover, the ChFC® designation prepares advisors to face an array of modern challenges in financial planning, including small business planning, planning for divorced and blended families, and planning for families with special needs.

Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession’s renown standard of excellence. Today, it continues to be the credential of choice for practitioners who want to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Fellow, Life Management Institute

The Fellow, Life Management Institute (FLMI) program is a 10-course professional development program that provides an industry specific business education in the context of the insurance and financial services industry.