Prudential Designation Requirements


ACS - Associate in Customer Service

An independent study program developed by LOMA to meet the specific customer service education needs of the insurance industry. Participants must pass five courses, including an exam in each course, to earn this designation.
Please Note: This designation cannot be used in Nebraska

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AIRC - Associate, Insurance Regulatory Compliance

An independent study program developed by LOMA offering six courses to provide knowledge of state and federal regulation of the life and health insurance industry.
Please Note: This designation cannot be used in Nebraska

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ASA - Associate, Society of Actuaries

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BS - Bachelor of Science; generally a four-year degree. The term derives from the Latin Scientiæ Baccalaureus.

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CASL - Chartered Advisor for Senior Living

An independent study program developed by The American College helps those working in the senior market to understand the issues that impact seniors and to assist them in attaining their financial goals. For those successfully fulfilling the program requirements, the initials "CASL" may appear on business cards, stationery, and/or marketing materials in all states, except Massachusetts. The designation cannot be spelled out in any state.

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CCM - Certified Case Manager

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CDMS - Certified Disability Management Specialist

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CEBS - Certified Employee Benefit Specialist

A designation co-sponsored by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania for employee benefits professionals. Awarded after completion of ten courses and ten national exams.
Please Note: This designation cannot be used in Nebraska

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CERA - Chartered Enterprise Risk Analyst

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CFA - Chartered Financial Analyst
The CFA designation is given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute (formerly the Association for Investment Management and Research, or AIMR)

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ChFC - Chartered Financial Consultant
The American College's distinguished Chartered Financial Consultant® (ChFC®) designation program provides financial planners and other industry professionals with the tools to perform comprehensive financial planning for the

An advanced financial planning program requiring completion of eight college-level courses offered by The American College, including all five courses in the CFP Certification Curriculum. An individual who has earned the designation may use its abbreviation on stationery, advertising and marketing material. Only Financial Planners and Registered Investment Advisors (RIAs) may spell out the designation and use it in all states. Producers who are not Financial Planners or RIAs are limited to using the initials in all states except GA, MD and WA. The laws of GA, MD and WA allow only financial planners and RIAs who have earned the designation to use it. No other sales professional may use the designation in these states.

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CLTC - Certified Long Term Care

Sponsored by the Corporation for Long-Term Care Certification, this multidisciplinary long-term care program requires completion of an eight-part correspondence course or a two-day classroom seminar and passing a proctored exam.
Please Note: This designation cannot be used in Nebraska.

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CLU - Chartered Life Underwriter-- The American College- Chartered Life Underwriter - Has completed an educational program offered by The American College, passed 10 examinations covering the application of life and health insurance in filling needs for survivor

A life insurance professional designation offered by The American College with curriculum including course on the economic impact of life insurance, taxation issues, and the role of secure investments

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CPS - The CPS designation is recognized as a standard of proficiency in the secretarial field and is sponsored by the International Association of Administrative Professionals

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CRC - Certified Rehabilitation Counselor

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FLMI - Fellow, Life Management Institute LOMA designation

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FSA - Fellow of the Society of Actuaries A professional holding this designation understands more complicated matters involving pensions, insurance and investments, as well as the mathematical and technical requirements of being an actuary.

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HIA - Health Insurance Associate

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LTCP - Long Term Care Professional Called the Long Term Care Professional--or LTCP designation--it is being offered jointly by the Health Insurance Association of America, Washington, D.C., and the American Association for Long Term Care Insurance, Westlake Vill

Co-sponsored by the Health Insurance Association of America (HIAA) and The American Association for Long-Term Care Insurance (AALTCI), this designation is available through a series of self-study or instructor-led programs consisting of four courses, each with a proctored exam.
Please Note: This designation cannot be used in Nebraska

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LUTCF - Life Underwriter Training Council Fellow. Awarded to persons in the life insurance industry who have completed a series of study/work courses in the application and service of life and health insurance. About 60,000 have completed these requirements.

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MAAA - Member of the American Academy of Actuaries An MAAA is a member of the American Academy of Actuaries. To many employers, clients, and government leaders, the MAAA designation denotes professionalism and credibility.

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MBA - Master of Business Administration

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MDRT - Million Dollar Round Table. An organization of the elite producers of life insurance. Membership is based on production requirements that are adjusted annually. About 66% of membership are U.S.

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PHR - Professional in Human Resources

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PMP - Project Management Professional

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RN - Registered Nurse

Reserved for use by individuals that require a nursing designation for their employment.

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APA - Associate in Premium Auditing Insurance Institute of America

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ALHC - Associate, Life and Health Claims

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BA - Bachelor of Arts, also called a baccalaureate; generally a four-year degree. The term derives from the Latin Artium Baccalaureus.

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CIPM - Certificate in Investment Performance Measurement

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CPP - Certified Pricing Professional

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PhD - Doctor of Philosophy

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FALU - Fellow of the Academy of Life Underwriting

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LPN - Licensed Practical Nurse

Reserved for use by individuals that require a nursing designation for their employment.

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MD - Medical Doctor

Reserved for use by individuals that require a nursing designation for their employment.

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OTR - Occupational Therapist Registered

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PPS - Professional Pricing Society

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SPHR - Senior Professional Human Resources

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