Broker Check
5568 General Washington Drive
Suite A-217
Alexandria, VA 22312-2465
Office: (703) 750-3393
Direct: (703) 813-5551
Toll Free: (800) 445-5595
Fax: (703) 813-6170

What do those designations mean?

AIF® Accredited Investment Fiduciary

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.


CLU® Chartered Life Underwriter

A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, in addition to successfully passing eight 100-question, two-hour examinations in order to receive the designation. The required course titles include Fundamentals of Insurance Planning, Individual Life Insurance, Life Insurance Law, Fundamentals of Estate Planning and Planning for Business Owners and Professionals. Other course topics include financial planning, health insurance, income taxation, group benefits, investments and retirement planning.


ChFC® Chartered Financial Consultant

A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.


REBC®  Registered Employee Benefits Consultant

The Registered Employee Benefits Consultant® designation includes practical knowledge on pensions and retirement plan funding, installation and administration. The program covers group medical plans, long-term care, executive compensation, personnel management and more.


CAP®  Chartered Advisor in Philanthropy

The Chartered Advisory in Philanthropy® designation is granted by the Richard D. Irwin School of The American College, also known as The American College of Financial Services®. The designation is recommended only for experienced advisors who already hold credentials such as Chartered Life Underwriters®, CERTIFIED FINANCIAL PLANNERS™ Professionals, Masters of Science in Financial Services, and CPAs. It is intended for financial planners who want to “help clients articulate and advance their highest aspirations for self, family, and society.”1

Coursework includes master level coursework in:

  • Planning for Impact in Context of Family Wealth
  • Charitable Giving Strategies
  • Gift Planning in a Nonprofit Context

The CAP® program provides financial advisors and planners with the knowledge and tools to provide high-level philanthropic and charitable planning to clients. It prepares advisors for advanced design, implementation, and management of charitable gift techniques, as well as philanthropic tools including charitable trusts, private foundations, donor-advised funds, pooled income funds, and charitable annuities.