Continuing education is an integral part of our Team's mission statement, as it helps us learn any new strategies to help you navigate the changing financial landscape.


The CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation is awarded to individuals who have met the requirements for education, examination, and experience established by the Certified Financial Planner Board of Standards, Inc. (CFP® Board). To attain the right to use the certification marks "CERTIFIED FINANCIAL PLANNER™ professional" and "CFP® professional," individuals must satisfactorily fulfill the following requirements:

  • Education: Complete an advanced college-level course of study addressing the financial planning subject area designated by the CFP® Board.
  • Examination: Pass the comprehensive CFP® certification examination.
  • Experience: Complete at least three years of full-time financial planning related experience; and
  • Ethics: Agree to be bound by the CFP® Board's Standards of Professional Conduct

In addition, in order to maintain certification, individuals must complete 30 hours of continuing education every two years, including two hours on the Code of Ethics.

Retirement Planning Specialist

Retirement Planning from The Wharton School of the University of Pennsylvania and have been awarded Equitable Advisors' Retirement Planning Specialist title for completing the Equitable At Retirement® education program. The Wharton School is recognized around the world for its academic excellence at every level of business education. The certificate curriculum was developed for financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of their valued clients.

The Wharton program is part of Equitable Advisor’s overall commitment to providing clients with the most comprehensive and up-to-date guidance on a broad range of financial topics related to retirement. Focusing on specific concepts and issues that are most important to the At Retirement® generation, Equitable Advisors and The Wharton School developed this comprehensive program. Selected on the basis of their value-based approach to relationship management, participants worked to strengthen their retirement risk-management and financial asset allocation knowledge and methodology.


The Retirement Income Certified Professional® (RICP®) program empowers financial professionals with the knowledge they need to become experts in today's fast-growing retirement planning market. The accredited RICP® program is tailored for financial professionals seeking to specialize in the retirement income planning field, gaining skills to build sustainable, holistic retirement plans using tools that include estate planning techniques, portfolio assessment, personal finance best practices, health expense budget creation, home equity strategies and more.


The Chartered Financial Consultant (ChFC) financial planning designation for the insurance industry is awarded by the American College to financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. ChFC designees must meet experience requirements; pass exams on tax, insurance, finance, and investing; and have at least three years of experience in the financial industry.


The Chartered Life Underwriter (CLU) ® designation is granted by the American College to individuals who have completed advanced courses and exams in several topics including insurance, investments, taxation, employee benefits, estate planning, accounting, management, and economics.


The Chartered Advisor in Philanthropy® (CAP®) is awarded to advisors who have learned the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.


The Chartered Advisor for Senior Living® is for individuals who help clients work towards financial security through wealth management, wealth preservation and wealth transfer planning. The designation is recognized by the American College of Financial Services but is no longer offered to new students.