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Finseca Certifications

Finseca’s certifications fulfill a critical requirement within the financial services sector by providing standardized training, foundational knowledge, and ongoing education tailored to financial security professionals’ development needs.

Questions regarding the certifications? Reach out to Learning at learning@finseca.org.

Our Offerings

case manager
Case Manager
licensing & contracting
Licensing & Contracting
underwriting
Underwriting
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Case Design - NEW!

Field Development Faculty

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Leah Reckin-Mahoney

Chair

haley

Haley Chaires

Member

rachel

Rachel Sachs

Member

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Kim Wilcox

Member

rachel san

Rachel Sanfilippo

Member

amanda

Amanda Singer

Member

melinda

Melinda Marcotte

Member

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

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Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.
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As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.
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Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.
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Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.

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