When we set out to reinvent financial services education in the 1980s, our top priority was to deliver the latest and most relevant information possible to professionals like you—skilled and principled financial services experts.
Today, more than 16,000+ members of the financial services industry have turned to us at key points in their careers to learn more, fill gaps, and progress or reposition themselves in the industry. In addition to our flagship designations—Certified Fund Specialist™ (CFS™) and Certified Annuity Specialist™ (CAS™)—we offer a broad suite of specialized designations, master of science, and certificate programs that will expand your toolkit and enhance your clients’ success.
Our specialized designations give you three essential building blocks for your professional advancement.
Knowledge. Credibility. Professional track record. In the financial services industry, these qualities are essential to your success.