Our Designations


Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.

CIMA® certificants are legendary pioneers and forward-thinking individuals. With over 8,500 CIMA® certificants around the world, this niche community includes well-known game-changers, influencers and top executives. 

To obtain this prestigious designation, individuals must meet specific criteria:

• Experience: Candidates must possess a minimum of three years of relevant experience in the financial industry before certification.
• Education: Aspiring CIMAs are required to complete a qualifying course, typically offered at renowned institutions such as Yale, the University of Pennsylvania, or the University of Chicago.
• Examinations: Candidates must successfully pass examinations administered by the Investments and Wealth Institute. These exams are widely recognized for their rigor.
 Ethical Conduct: A clean record without any history of ethical misconduct is a prerequisite for obtaining the CIMA certification.


The ChFC® (Chartered Financial Consultant) designation is a prestigious accreditation for financial professionals seeking expertise in comprehensive financial planning. Renowned for its focus on practical application and real-world solutions, ChFC® holders are equipped to address complex financial challenges. What sets this designation apart is its holistic approach to financial planning, encompassing areas such as retirement, estate planning, taxation, and insurance.

Individuals with the ChFC® designation demonstrate a commitment to high ethical standards and a deep understanding of financial strategies. Clients can expect a ChFC® professional to provide tailored, well-informed advice to navigate their financial goals effectively.

To attain the ChFC® designation, candidates must fulfill rigorous criteria, including completing a comprehensive curriculum, passing a series of exams, and demonstrating practical experience in financial planning. This multifaceted process ensures that ChFC® holders possess the knowledge and skills necessary to excel in the dynamic field of financial consulting.


The CLU® (Chartered Life Underwriter) designation is a prestigious credential for insurance professionals specializing in life insurance and estate planning. It signifies a deep understanding of the complexities of life insurance products and the ability to provide comprehensive financial solutions to clients.

What sets the CLU® designation apart is its rigorous curriculum, covering topics such as insurance law, estate planning, taxation, and retirement planning. CLU® holders are equipped with advanced knowledge and skills to address the diverse needs of clients, particularly in the areas of risk management and wealth preservation.

Clients working with a CLU® designee can expect expert guidance in structuring life insurance policies and estate plans tailored to their specific financial goals and circumstances. CLU® professionals prioritize client needs and uphold high ethical standards in their practice.

Achieving the CLU® designation requires completing a series of courses, passing examinations, and meeting experience requirements. This comprehensive process ensures that CLU® professionals have the expertise and competence necessary to navigate complex financial scenarios and provide valuable insights to their clients.


The AIF® (Accredited Investment Fiduciary) designation signifies a commitment to excellence in the realm of investment fiduciary responsibility. Tailored for financial professionals engaged in managing and advising on investment portfolios, the AIF® designation sets a high standard for ethical and prudent investment practices.

What makes AIF® special is its emphasis on fiduciary duty, requiring holders to prioritize clients' best interests and adhere to rigorous standards of conduct. AIF® professionals are equipped to navigate the complexities of investment management with a focus on risk management, due diligence, and transparency.

Clients engaging an AIF® designee can expect a heightened level of diligence and a dedication to upholding fiduciary principles in every aspect of investment decision-making.

Achieving the AIF® designation involves completing a specialized curriculum, passing a comprehensive exam, and demonstrating a commitment to ethical conduct in the financial industry. This rigorous process ensures that AIF® professionals possess the knowledge and skills necessary to serve as responsible stewards of their clients' investments.


The LUTCF® (Life Underwriter Training Council Fellow) designation is a distinguished credential for insurance and financial professionals specializing in life insurance and related financial planning. It signifies a commitment to excellence in understanding and addressing the unique needs of clients in the realm of life insurance and risk management.

What sets the LUTCF® designation apart is its comprehensive curriculum, covering a spectrum of topics from insurance products and underwriting to ethical practices and client relations. LUTCF® holders are equipped with the knowledge and skills needed to navigate the intricacies of life insurance, enabling them to provide tailored solutions that align with clients' financial goals and risk tolerance.

Clients working with a LUTCF® designee can expect a professional dedicated to a client-centric approach, with a focus on ensuring comprehensive coverage and financial security.

Achieving the LUTCF® designation involves completing a specialized training program, which typically includes coursework, examinations, and a commitment to ethical conduct. This rigorous process ensures that LUTCF® professionals are well-prepared to serve their clients' life insurance and financial planning needs with expertise and integrity.


The CBOM® (Certified Business Office Manager) designation represents a pinnacle of expertise for professionals in office management, showcasing a commitment to excellence and proficiency in overseeing business operations. This specialized designation is designed to equip individuals with the skills needed to excel in managing the administrative functions of a business or office setting.

What makes CBOM® special is its comprehensive curriculum, covering aspects such as organizational efficiency, personnel management, financial administration, and compliance. CBOM® holders are adept at streamlining office processes, optimizing workflows, and ensuring compliance with industry standards.

Clients and employers working with a CBOM® designee can expect a highly organized and strategic professional dedicated to enhancing operational efficiency and contributing to the overall success of the business.

Achieving the CBOM® designation typically involves completing a designated training program, demonstrating proficiency through examinations, and possibly accumulating relevant work experience. This rigorous process ensures that CBOM® professionals have the knowledge and skills required to navigate the multifaceted responsibilities of business office management effectively.