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Seeking a professional qualified to deliver the services you want and need? We can help you find one who has experience serving clients like you, with verified credentials that reflect deep expertise.

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Verify College Designations

Confirm whether a financial professional has a College designation and meets our ethical and continuing education requirements.

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Once you find a professional, knowing what to expect and asking the right questions can help you decide if you’ve found a good match.

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A College designation signifies knowledge that directly impacts your financial success. And each one connects to a professional’s expertise.

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Benefits of Applied Knowledge

Why Choose an Advisor With a College Designation?

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Better Experience

Working with a competent, knowledgeable professional provides the confidence and clarity needed to support your financial life.

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