Certified Financial Planner™ (CFP®) - CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Accredited Investment Fiduciary® (AIF®) - The AIF® designation assures that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Accredited Wealth Management Advisor℠ (AWMA®) - 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.
Certification for Long-Term Care (CLTC®) - A professional with a CLTC designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences.
Certified Divorce Financial Analyst (CDFA®) - A CDFA® is trained to help individuals better understand the financial considerations that can arise before, during, and after divorce. This may include evaluating settlement options, understanding cash flow needs, reviewing assets and liabilities, and helping clients think through the long-term financial impact of key decisions.
