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"I am always looking for a way to learn more about the wealth management field and earn credentials that are recognized by clients and competitors. The AWMA program allowed me to accomplish this at my own pace on evenings and weekends. The College for Financial Planning has a strong reputation in my industry, and I found their materials to be detailed, well-written, and up-to-date. The program seems to anticipate the consultative direction in which my company is evolving."

Dennis Wentraub, CRPC®, AAMS®, AWMASM
                             

"The CRPC program gave me a renewed enthusiasm for my career along with a higher level of confidence in the quality of advice I can offer my clients. My increased confidence will help me compete for new business in an increasingly competitive environment."

Frederick Bothmer, CRPC, CFM
                             - Merrill Lynch

 

 

 

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® - Certification Professional Education Program
CSA ® - Certified Senior Advisor SM
RPSM - Registered Paraplanner SM
AWMASM  - Accredited Wealth Management Advisor SM
AAMSSM  - Accredited Asset Management Specialist SM
CMFC®  -  Chartered Mutual Fund Counselor SM
CRPS® - Chartered Retirement Plans Specialist SM

CRPC® - Chartered Retirement Planning Counselor SM
Master of Science Degree  
        (Personal Financial Planning, Financial Analysis, Finance)
 

 

   

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