Wealth Mgt.

Certifications-Degrees-Designations-Degrees

Accredited Financial Counselor (ACF) {AFCPE}: Knowledge and experience to meet individuals and families where they are, help them build a strong financial foundation, realize their goals and achieve lasting financial well-being.

Certified Annuity Specialist™ (CAS™) {IBF}: Working knowledge of traditional fixed-rate, equity-indexed, and variable annuities, annuity contracts and titling options

Certified Financial Planner (CFP) {CFP Board}: CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client.

Certified Fund Specialist™ (CFS™) {IBF}: Working knowledge of mutual funds, ETF, REITs, closed-end funds, asset allocation and portfolio construction

Chartered Investment Counselor (CIC) {ACFS}: Must be working at an Investment Adviser Association-member firm and have at least five years of experience. Candidates also need character and professional references and to work as a fudiciary.

Chartered Mutual Fund Counselor (CMFC) {FINRA}: Financial advisor who has earned a certification in mutual funds. Her expertise helps her to make educated recommendations for investing your money.

Chartered Special Needs Consultant® (ChSNC®) {ACFS}: Specialized skills focused on helping parents and caregivers plan for immediate and long-term considerations. Learn to wisely and compassionately guide families through complex financial decisions and benefits systems so they can gain the peace-of-mind they deserve.

Chartered Financial Consultant (ChFC) {ACFS}: Knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. If you are looking for financial classes online that will give you a stronger baseline understanding of what it takes to be successful as a financial consultant.

Financial Services Certified Professional® (FSCP) {ACFS}: Most complete product knowledge, and marketing and planning skills training available to financial services professionals today.

Retirement Income Certified Professional (RICP) {ACFS}: Help individuals who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face.

Wealth Management Certified Professional (WMCP) {ACFS}: Goal-based wealth management, which begins with your client’s goals—whether they're saving for college tuition, planning for retirement, or passing wealth on to others through estate planning.