- Certificate in Advising Small and Family Businesses (Cert. ASFB)
- Associate REIT Investment Advisor (ARIA)
- Certificate in Retirement Adequacy Planning (Cert. REAP)
- Master Fund Advisor (MFA)
- Holistic Estate & Legacy Planning (HELP) Professional
- Wealth Management for Wealthy Clients (WMWC)
- Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR)
- Head Start with Holistic Financial Planning, IBFQ CREDIBILITY
- Personal Leadership Excellence (PLE 101)
- Practical Applications of Investment-Linked Policies