CLU — Chartered Life Underwriter – 8 College Courses geared around Life Insurance, McGill’s Legal Aspects of Life Insurance, Estate Planning I, Disability Income Insurance, Meeting the Financial Need of Long-Term Care, Planning for Business Owners & Professionals, Group & Individual Insurance, Estate Planning Applications, Health & Medicare Supplemental Insurance Planning, Time & Money – Time Value of Money.
ChFC — Chartered Financial Consultant – 8 College Courses including the 5 courses needed to become a – CFP (Certified Financial Planner), Courses; Wealth Accumulation Planning, Estate Planning II Advanced Course, Investments for Financial Planning, Fundamentals of Financial Planning, Income Taxation, Planning For Retirement Needs, Fundamentals of Insurance for Financial Planning, Fundamentals of Investments for Financial Planning.
RFC — Registered Financial Consultant – Been in the Financial Services industry and proven through experience, training, designations, licenses, and no complaint record that have proven yourself through education and exams that you warrant this designation.