- American Institute – Chartered Property Casualty Underwriter (CPCU) Professional Designation Program
American Institute for CPCU and Insurance Institute of America
- American Institute Associate in Risk Management (ARM) Program
- Chartered Life Underwriter (CLU) Institute
- American College, Bryn Mawr, PA – professional certifications (LUTCF, ChFC, CLU and more)
- International Society of Certified Employee Benefit Specialists (CEBS)
- Certified Financial Planner (CFP) Board of Standards Inc
CFP Board of Standards Inc.