Our Credentials : The Bridge Group

Our Credentials

Chartered Life Underwriter (CLU®)

For nearly 100 years, the Chartered Life Underwriter® (CLU®) designation has helped insurance and financial professionals seeking the knowledge they need to succeed in the life insurance field. Through the program, designees gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.

Sourced from The American College – Chartered Life Underwriter® Program description: https://www.theamericancollege.edu/designations-degrees/CLU

Chartered Financial Consultant (ChFC®)

Designed for immediate, real-world application, the financial planning strategies taught in the Chartered Financial Consultant®(ChFC®) program prepare designees to advise a full range of potential clients on a diverse set of financial matters.

Sourced from The American College – Chartered Financial Consultant® Program description: https://www.theamericancollege.edu/designations-degrees/ChFC

Certified Financial Planner (CFP®)

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and commit to CFP Board’s ethical standards. CFP® professionals are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Sourced from The CFP Board designation description:https://www.cfp.net/why-cfp-certification/the-standard-of-excellence

Fellow, Life Management Institute™ (FLMI®)

The FLMI® designation is offered through the Life Office Management Association (LOMA) and equips insurance and financial professionals with pertinent knowledge about topics such as risk management and product development, insurance administration, investments, accounting, law, and more. Designees must complete 10 courses that include five Associate Life Management Institute™ classes and five Fellow-level courses that offer in-depth knowledge about managing and operating a successful insurance business.

Sourced from Life Office Management Association– Fellow, Life Management Institute™ Program description: https://www.loma.org/en/professional-development/designations/flmi/

Life Underwriter Training Council Fellow (LUTCF®)

This is a professional designation that marks an agent’s long-term commitment to professionalism on behalf of clients, establishes the agent’s competence and business experience, marks a commitment to the American College’s and NAIFA’s Code of Ethics and fosters additional professional development. A Fellow has successfully completed five courses of the curriculum, in addition to an Ethics Course and must be a member in good standing of the National Association of Insurance and Financial Advisors (NAIFA).

Sourced from Kaplan Financial Education – Life Underwriter Training Council Fellow® Program description: https://www.kaplanfinancial.com/professional-development/fraternals/lutcf

Master’s of Science in Financial Services (MSFS)

The Master's of Science in Financial Services (MSFS) degree is awarded to those who complete 36 hours of course credits that focus on increasing skills related to analyzing, planning, and implementing cohesive financial strategies.

Sourced from The American College – Master’s of Science in Financial Services Program description: https://www.theamericancollege.edu/designations-degrees/msfp