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PROFESSIONAL DESIGNATIONS: WHAT THEY MEAN FOR YOU
Wondering what all those letters after your financial advisor’s name mean? They’ve worked to attain these professional designations in order to bring a higher level of service and expertise to your portfolio. Our team continually furthers their professional experience through these education programs so they can consistently offer the professional guidance necessary for more complex financial pictures like yours. Ask your advisor how their designations can benefit you.
76% OF HIGH-NET-WORTH INVESTORS SAY DESIGNATIONS PLAY A ROLE IN CHOOSING AN ADVISOR TO WORK WITH.
SOURCE: INVESTMENTS & WEALTH INSTITUTE RESEARCH, 2021
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
The CHARTERED FINANCIAL CONSULTANT® designation program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more.
A RETIRED INCOME CERTIFIED PROFESSIONAL® provides older adults with the advice they need to prepare for and live in retirement. The RICP® designation equips professionals with enough expert knowledge to build comprehensive income plans and make better decisions in the area of Social Security claiming, income tax planning, portfolio withdrawal strategies, Medicare, and more.
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