What is CFP®, CHFC, CLU?

CERTIFIED FINANCIAL PLANNER® Practitioner

A credential granted by the Certified Financial Planner Board of Standards, Inc. (Denver, CO) to individuals who complete a comprehensive curriculum in financial planning and
ethics. CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification.

Chartered Financial Consultant (ChFC)

A professional financial planning designation granted by The American
College (Bryn Mawr, PA) to individuals who complete a comprehensive curriculum
in financial planning. Prerequisites include passing a series of written
examinations, meeting specified experience requirements and maintaining ethical
standards. The curriculum encompasses wealth accumulation, risk management,
income taxation, planning for retirement needs, investments, estate and
succession planning.

Chartered Life Underwriter (CLU)

A professional designation granted by The American College to individuals who complete a comprehensive curriculum focused primarily on risk management. Prerequisites include passing a series of written examinations, meeting specified experience requirements, and maintaining ethical standards. The curriculum encompasses insurance and financial planning, income tax, individual life insurance, life insurance law, estate and succession planning, and planning for business owners and professionals.