More Insights. Clear Direction. Better Results.

The CFA (Chartered Financial Analyst) exam is a globally recognized certification for finance professionals. It tests expertise in investment management, financial analysis, and ethical standards across three levels.

The Financial Modeling Course is designed for professionals looking to master the creation of financial models that support investment analysis, business planning, and decision-making.

The FRM® (Financial Risk Manager) Exam is a globally recognized certification for professionals specializing in risk management within financial institutions.

The ESG (Environmental, Social, and Governance) Certification Exam is a qualification for professionals focusing on sustainable investing and corporate responsibility.

The CAIA® (Chartered Alternative Investment Analyst) Program is a globally recognized certification in alternative investments like hedge funds and private equity.

The Wealth Management Specialist (WMS) program offers a broad overview of key financial planning and wealth management concepts without the intensity of CFP® certification. It's perfect for new hires, experienced professionals transitioning to offer a wider range of services, and support staff involved in financial transactions and product recommendations. Ideal for those seeking foundational knowledge without a more rigorous designation.

The Accounting CPE (Continuing Professional Education) ensures professionals stay current with industry trends while meeting annual credit requirements.

• Accredited Asset Management SpecialistSM (AAMS)
• Accredited Behavioral Finance ProfessionalSM (ABFPSM)
• Accredited Domestic Partnership AdvisorSM (ADPASM)
• Accredited Portfolio Management AdvisorSM (APMASM)
• Accredited Wealth Management AdvisorSM (AWMASM)
• Chartered Retirement Planning CounselorSM (CRPCSM)
• Chartered Retirement Plans SpecialistSM (CRPSSM)
• Chartered SRI CounselorTM (CSRICTM)
• Financial Paraplanner Qualified ProfessionalTM (FPQPTM)
• Sports & Entertainment Accredited Wealth Management AdvisorSM (SEAWMASM)
• Wealth Management Specialist (WMS)