Jeremiah Winters

Tax Planning Certified Professional® (TPCP®) The TPCP® is a specialized designation credential offered by The American College of Financial Services that provides financial professionals with comprehensive tax planning training. Unlike the tax planning role of a CPA or attorney, whose income tax planning advice focuses on individual items and current expenses, our tax planning courses focus on giving professionals insights into tax-informed planning over a long-term horizon; in other words, becoming a tax planning specialist who considers the bigger picture and how clients’ decisions now and in the future can lead to minimizing their tax burdens and maximizing their income. To earn this tax planning certification, you must complete the three-course program including all associated classwork and a final exam for each course. You can take our tax planning courses online, with subject matter including tax implications on investment vehicles, retirement planning and savings distribution, and minimizing state and federal taxes for individuals and business owners. Chartered Advisor in Philanthropy (CAP®) The CAP® is offered by The American College. To receive the CAP® designation, you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. The Chartered Advisor in Philanthropy (CAP®) designation is obtained by completing 3 core courses and a final exam for each course. As a prerequisite the IAR must have 3 years of full time business experience within the 5 years preceding the awarding of the designation. This designation requires 15 hours of continuing education every 2 years. Certified Financial Planner ®(CFP) The CFP Designation is issued by the Certified Financial Planner Board of Standards, Inc. To earn the credential, each candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP Certification examination and complete a CFP-board registered program or hold an accepted designation, degree or license. Every two years, a CFP practitioner must complete a minimum of 30 hours of continuing education. More information regarding the CFP designation can be found at www.cfp.net. Certified Private Wealth Advisor® (CPWA) The CPWA® designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high-net-worth clients. The designation is administered through The Investments & Wealth Institute (“IWI”) formerly known as the Investment Management Consultants Association. Prerequisites for the CPWA® designation are a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC®, or CPA license; have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and five years of professional client centered experience in financial services or a related industry. CPWA® designees have completed a rigorous educational process that includes self-study requirements, an in-class education component, and successful completion of a comprehensive examination. CPWA® designees are required to adhere to the institute’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA® designees must report 40 hours of continuing education credits, including two ethics hours, every 2 years to maintain the certification. Retirement Income Certified Professional® (RICP®) The RICP® is a specialized certification for retirement income planning offered by The American College of Financial Services. The RICP® designation gives aspiring retirement income planners the knowledge and expertise to build sustainable, holistic, and integrated retirement income strategies for every client situation and retirement income style. It is similar in concept to designations such as the Chartered Retirement Planning Counselor® (CRPC®), but offers a more advanced curriculum with a focus on integrated and applicable strategies to help you become a retirement planning specialist. To become a successful retirement advisor through the RICP® designation program, you must complete all courses needed for the program, including all associated classwork and a final exam for each course.