Year-End Savings
Gain immediately applicable expertise and lock in savings before year-end tuition increases. Hurry — offer ends 12/30!
Year-End Savings | Gain immediately applicable expertise and lock in savings before year-end tuition increases. Hurry — offer ends 12/30! | Learn More
Explore the MSFP
Achieve planning mastery with a flexible, modular graduate program.
FEATURED EVENT
Horizons 2026
Join us in Orlando for an epic retirement planning experience!
Featured Event Recap
2025 Military Summit Recap
A patriotic celebration and a powerful educational opportunity for all who attended.
FEATURED PODCAST
Tax Planning and OBBBA
Our experts navigate important changes in tax legislation.
Featured Insight
New Campaign Spotlights the Specialist
Learn what we’re doing to promote your expertise.
Featured Event
Trust Certificate Program
Purposeful Philanthropic Management
A Spectrum of Legacies
Learn a process to turn excess wealth into a legacy of impact for your family, heirs, and the causes you care about the most.
Financial Self-Discovery
Know Yourself, Grow Your Wealth®
Improve your relationship with money with bite-sized chunks of personal finance knowledge accessible on-the-go.
IRA Success
Ed Slott & Company's IRA Success
Get applied IRA knowledge now, for less. Enroll by 12/15 and save $200 on the full program!
AEP®
Accredited Estate Planner® Education Program
A graduate-level specialization in estate planning and awarded by the National Association of Estate Planners & Councils.
MSFP
Master of Science in Financial Planning
Advanced expertise delivered in core/residency and concentration courses that address the profession’s most complex topics.
ChSNC®
Chartered Special Needs Consultant®
Save $400 off January 2026 package tuition until 12/30 on special needs planning expertise
FSCP®
Financial Services Certified Professional®
Jumpstart your career with a 360-degree curriculum emphasizing financial product knowledge, prospecting and marketing, and business planning principles.
