_{1Certified Financial Planner (CFP®)}

_{A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.}

_{2Chartered Market Technician (CMT®)}

_{A CMT® is a professional technical analyst that holds the CMT® designation organized by the CMT Association, a global credentialing body. The CMT marks the highest level of training within the discipline and is the designation for practitioners worldwide. Technical analysis provides the tools to navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand. Earning the CMT® demonstrates mastery of a core body of knowledge of investment risk; including quantitative approaches to market research and rules-based trading system design and testing.}

_{3Certificate in Financial Planning}

_{Led by faculty and experienced practitioners, students partake in nine months of rigorous part-time study in financial planning fundamentals, investments, taxation, retirement, estate planning, and ethics and complete a comprehensive client case study. The Certificate in Financial Planning is registered with Certified Financial Planning Board of Standards, Inc. to fulfill the education requirements of the CFP® certification.}