Holding a designation demonstrates expertise, commitment, and skill in your specific area. Our designations are based on rigorous course offerings that include real-world situations and valuable learn-by-doing experiences.
Which path is most appropriate for you?
The CCTP® is a certification for professionals working in Corporate Trust activities in the public and private sectors.
The CRPP® is a certification for professionals working in Retirement Plan Administration in the public and private sectors.
The CTOP® is a certification for professionals working in Trust Operations activities and securities operations activities in the financial services industry.
The CFIRS® is a certification for risk managers, auditors, compliance and regulatory authority professionals working in the fiduciary areas of the financial services industry.
The CWS® is a certification for professionals working with the affluent and high-net-worth retail market segments in the financial services industry.
The AFIM® is a certification for professionals working in fiduciary investment and portfolio management areas within the financial services industry