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

AEP^®

Accredited Estate Planner^®

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^®

Gain specialized skills and advanced knowledge to champion special needs individuals with honesty, ethics, and compassion.

FSCP^®

Financial Services Certified Professional^®

Jumpstart your career with a 360-degree curriculum emphasizing financial product knowledge, prospecting and marketing, and business planning principles.