Professional Designations:
CFA® – Chartered Financial Analyst® – This is a professional designation related to financial planning. In order to earn a CFA®, a financial professional must have four years of previous experience, take and pass the required courses in a variety of financial planning areas, and pass all required examinations. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP® – Certified Financial PlannerTM – This is a professional designation related to financial planning. In order to earn a CFP® designation, a financial professional must have a bachelor’s degree and three years of previous experience, complete the education requirements of the CFP® Board, pass the CFP® exam, and meet continuing education requirements.
ChFC® – Chartered Financial Consultant® – This is a professional designation related to financial planning. In order to earn a ChFC®, a financial professional must have three years of previous experience, take and pass nine courses in a variety of financial planning areas, and meet continuing education requirements.
CMFC® – Chartered Mutual Fund CounselorSM – This is a professional designation related to mutual funds. In order to earn a CMFC®, a financial professional must take and pass all required courses for the designation, pass the examination, and meet continuing education requirements.
CPWA®- Certified Private Wealth Advisor® – This is a professional designation related to advanced financial planning. In order to earn a CPWA®, a financial professional must take and pass all required courses for the designation on a variety of wealth management topics, adhere to a code of ethics, and meet continuing education requirements.
CEPA®- Certified Exit Planning Advisor® – This is a professional designation related to providing advice to transitioning business owners. In order to earn a CEPA®, a professional must meet applicable professional and educational criteria, take and pass all required courses for the designation on a variety of topics relevant to business exit planning, and meet continuing education requirements.