PROFESSIONAL DESIGNATIONS
CERTIFIED FINANCIAL PLANNER™ Professional
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. Learn more »
Chartered Financial Analyst®
The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world.
The CFA Program curriculum covers concepts and skills you will use at all stages of your career, bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. Learn more »
Accredited Wealth Management AdvisorSM
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Learn more »
Accredited Investment Fiduciary
The AIF Designation Training and designation helps mitigate liability with instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. Learn more »
Certified Business Exit Consultant®
The Certified Business Exit Consultant® (CBEC®) is a certification program administered by The International Exit Planning Association (IEPA). The CBEC curriculum trains advisors to assist business owners with the rapidly evolving, global, macro-economic issues that are impacting today’s interconnected business environment as they look to transition out of their business. Following the rigorous training program, a CBEC advisor can count themselves among the most experienced, best supported, and highest trained ‘exit planners’ in the marketplace today. Learn More »