The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

The Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management.  With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

MassMutual developed the CFBS program in cooperation with The American College to help broaden advisors' knowledge and insight into the inner workings and challenging dynamics of family-owned businesses and closely held corporations. Candidates participate in extensive classwork and must have at least 2 years experience in the financial services industry.

A master of business administration (MBA) is a graduate degree earned at a university that provides theoretical and practical training to help graduates gain a better understanding of general business management functions. The MBA degree can have a general focus or a specific focus in fields such as accounting, finance, or marketing.