Credentials Matter

CFP® Certification: The Standard of Excellence - Certified Financial Planner™

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® certification is a symbol of an advisor’s knowledge and credibility among his or her peers.

Chartered Life Underwriter

The CLU® designation: a premier credential in the insurance profession, representing eight or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management. Advisors with the CLU® designation are required to serve you with the highest level of professionalism. The authority to use the CLU® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines.

AIF® - Accredited Investment Fiduciary

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Chartered Retiement Plans Specialist

A professional designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. CRPS designees renew their designation every two years.

Graduates of the CRPS® Professional Designation Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses. The designation is awarded to students after they successfully complete the course, pass a final examination, and sign a code of ethics commitment and declaration form. - See more at: http://www.savantcapital.com/newsroom/press-releases/id/139/savant-advisor-jerry-korabik-earns-chartered-retirement-plans-specialist-designation#sthash.clWsL8rz.dpuf

Graduates of the CRPS® Professional Designation Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses. The designation is awarded to students after they successfully complete the course, pass a final examination, and sign a code of ethics commitment and declaration form. - See more at: http://www.savantcapital.com/newsroom/press-releases/id/139/savant-advisor-jerry-korabik-earns-chartered-retirement-plans-specialist-designation#sthash.clWsL8rz.dpuf

Graduates of the CRPS® Professional Designation Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses. The designation is awarded to students after they successfully complete the course, pass a final examination, and sign a code of ethics commitment and declaration form. - See more at: http://www.savantcapital.com/newsroom/press-releases/id/139/savant-advisor-jerry-korabik-earns-chartered-retirement-plans-specialist-designation#sthash.clWsL8rz.dpuf

CMFC®

The Chartered Mutual Fund CounselorSM or CMFC® designation is the only industry-recognized mutual fund designation. Individuals who hold the CMFC® designation have completed a course of study encompassing all aspects of mutual funds and their uses as investment vehicles. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.