CFP®CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CLTC®Certified Long Term Care
The Certified in Long-Term Care program is the long-term care insurance industry’s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CEPA®Certified Exit Planning Advisor®
The Certified Exit Planning Advisor® Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction.
CIMA®Certified Investment Management Analyst®
The Certified Investment Management Analyst® designation identifies professionals with years of experience and hard-earned, in-depth management capabilities who have completed extensive course work and passed a rigorous exam. CIMA® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following areas: asset allocation, due diligence, risk measurement, investment policy and performance measurement.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
