The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.