Site Map : Oak Capital Management, LLC

Certified Financial Planner, CFP®:

Issuing Organization: Certified Financial Planner Board of Standards, Inc.
Prerequisites: candidate must meet the following requirements:
A bachelor’s degree (or higher) from an accredited college or university, and
Three years of full-time personal Financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time).
Education Requirements: Candidates must complete a CFP-board registered program and pass the comprehensive CFP Certification Examination, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct and comply with Financial Planning Practice Standards.
Cont. Ed: 30 hours every two years

Charter Financial Consultant, ChFC®:

Issuing Organization: The American College of Financial Services of Financial Services
Prerequisites: Candidates must have three years of full-time business experience within the five years preceding the awarding of the designation
Education Requirements: Candidates must take seven core and two elective courses, equivalent of 27 semester credit hours and pass a final, closed-book exam in each course.
Continuing Education: 30 hours every two years

Chartered Life Underwriter, CLU:

Issuing Organization: The American College of Financial Services
Prerequisites: Three years of full-time business experience within the five years preceding the awarding of the designation
Education Requirements: Five core and three elective courses, equivalent of 24 semester credit hours and passing a final closed-book, proctored exam for each course
Continuing Education : 30 hours every two years

Retirement Income Certified Professional, RICP®:

Issuing Organization: The American College of Financial Services
Prerequisites: Candidates must have three years of full-time professional experience
Education Requirements: Candidates must take three required courses, equivalent of 9 semester credit hours and pass a closed book, proctored final exam for each course.
Cont. Ed: 15 hours every two years

Financial Services Certified Professional, FSCP®:

Issuing Organization: The American College of Financial Services
Prerequisites: N/A
Education Requirements: Candidates must complete a total of seven courses, consisting of five elective courses of their choice, a course in the Foundations of Financial Planning, and a course in the Ethics for the Financial Services Professional.
Continuing Education : 30 hours every two years

Registered Employee Benefits Consultant, REBC:

Issuing Organization: National Association of Health Underwriters
Prerequisites: Candidates must meet experience requirements and ethical standards, including three years of business experience immediately preceding the date of use of the designation are required; an undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience and, when using formal education as qualifying experience, the remaining two years must immediately precede the date of the award
Education Requirements: Candidates must pass an examination for five courses to earn the designation - three required and two electives.
Continuing Education : 30 hours every two years

Registered Health Underwriter, RHU®:

Issuing Organization: The American College of Financial Services
Prerequisites: Three years of full-time relevant business experience is required for RHU® designation. The three-year period must be within the five years preceding the date of the award
Education Requirements: candidates must complete three core courses and two elective courses and successfully pass all 2-hour, 100-question examinations
Continuing Education : 30 hours every two years

Chartered Advisor for Senior Living, CASL®:

Issuing Organization: The American College of Financial Services
Prerequisites: Meeting experience requirements for The College's CLU, ChFC, RHU, REBC, and CLF designations, or advising clients on Financial and/or practical matters relating to their retirement years or on issues dealing with aging for at least three of the five years preceding the awarding of the designation.
Education Requirements: Five required courses, equivalent to 15 semester credit hours
Continuing Education : 15 hours, every two years

Chartered Advisor in Philanthropy, CAP®:

Issuing Organization: The American College of Financial Services
Prerequisites: Candidates must be engaged in the following professional activities three of the five years immediately preceding the application:
Advising individuals or charitable organizations in wealth and estate planning, Financial planning, charitable planning, charitable giving, planned giving, nonprofit or foundation management or services, investment management of charitable assets or accounting; or
Employed in the nonprofit sector in a capacity related to nonprofit management, development, planned giving or fundraising.
Education Requirements: Candidates must complete the three graduate-level courses, equivalent of 9 semester credit hours and pass a closed book exam for each course.
Continuing Education : 15 hours every two years

Chartered Special Needs Consultant, ChSNC®:

Issuing Organization: The American College of Financial Services
Prerequisites: At a minimum, any individual must present an application
that clearly identifies at least five years of professional experience in Financial
services or the practice of law, or four years of professional Financial services experience and an undergraduate degree
Education Requirements: Candidates must complete the three graduate-level courses, equivalent of 9 semester credit hours and pass a closed book exam for each course.
Continuing Education : 30 hours every two years

Life Underwriter Training Council Fellow, LUTCF®:

Issuing Organization: College for Financial Planning
Prerequisites: Candidate must be a member in good standing with NAIFA.
Education Requirements: Candidates must complete three 8-week course and pass a final exam for each course.
Continuing Education : 3 hours of ethics-based continued education every two years

Chartered Financial Analyst, CFA®:

Issuing Organization: CFA Institute
Prerequisites: Candidates must be in the final year of a bachelor's degree program, have four years of professional work experience, or have a combination of professional work and university experience that totals at least four years.
Education Requirements: candidates must pass the three levels of the finance exams
Continuing Education : voluntary continued education

Wharton Executive Education Certificate in Retirement Planning

Issuing Organization: Wharton School, University of Pennsylvania
Prerequisites: Candidates must be an AXA Equitable Financial advisor
Education Requirements: Candidates must complete class sessions taught by 10 Wharton faculty members.
Cont. Ed: Annual Recertification

Master’s in business administration, MBA

Master of Science in Finance, MSF

Master of Science in Financial Services, MSFS

Site Map