Our Designations : Rocco Insurance and Financial Group | Wakefield, MA

Our Designations

Chartered Life Underwriter (CLU®)

The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Masters of Science in Financial Services (MSFS)

The MSFS degree gives graduates the skills and confidence to implement complex financial strategies. The training required to obtain the MSFS provides students with tools to analyze, plan and implement integrated financial and life strategies, which in turn helps improve planning and strategies for their clients.

Chartered Financial Consultant (ChFC®)

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

Certification for Long-Term Care (CLTC®)

Created in 1999, this program focuses on the discipline of extended care planning by providing professionals the tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.

This information provided by CLTC website.

This information provided by The American College as a public service.