Financial adviser designations and qualifications

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Financial adviser designations and qualifications

  1. 1. Financial adviser designations and qualifications Certified Financial Planner CFP Chartered Financial Analyst CFA Chartered Accountant CA Certified Public Accountant CPA Chartered Life Underwriter CLU Chartered Financial Consultant ChFC ______________________________________________________________ Registered Financial Planner Authorised Financial Adviser Registered Financial Adviser Certified Treasury Professional Certified Professional Controller Chartered Alternative Investment Analyst Certified International Investment Analyst Chartered Realty Investor Fellow Chartered Financial Practitioner Master Financial Professional FINANCIAL SERVICES ADVISOR Certified Management Accountant Registered Financial Planner Registered Health Underwriter
  2. 2. Personal Financial Specialist Personal Financial Planner Certified Financial Gerontologist Chartered Fund Specialist Chartered Investment Counselor Qualified Financial Adviser Accredited Asset Management Specialist Accredited Estate Planner Accredited Financial Counselor Accredited Tax Adviser Certified Annuity Adviser Certified Divorce Planner Certified Estate Adviser Certified Employee Benefit Specialis Certified Estate Planner Certified Financial Services Security Professional Certified Investment Management Consultant Chartered Mutual Fund Counselor Certified Corporate Trust Specialist Certified Pension Consultant Chartered Property Casualty Underwriter Chartered Retirement Planning Counselor Chartered Retirement Plan Specialist Certified Retirement Services Professional
  3. 3. Registered Financial Consultant Certified Senior Adviser Certified Trust & Financial Adviser Life Underwriter Training Council Fellow Registered Employee Benefits Consultant Enrolled Agent Enrolled Actuary. Estate Law Specialist The "Alphabet Soup" of Financial Services Designations & Credentials AAMS, ABA, AEP, AFC, APMI, ATA, ATP, BCE, BCI, BCM, BCS, , CA, CAA, CAifs, CCRA, CDP, CEA, CEBS, CEP, CFM, CFSSP, CFA, CFP, CFG, CFS, ChFC, CIC, CIMA, CIMC, CISP, CLF, CLTC, CLU, CMA, CMFC, CPA, CPC, CPCU, CPhD, CRA, CRC, CRCM, CRFA, CRPC, CRPS, CRSP, CSA, CSOP, CSTSA, CTFA, EA, ELS, FIFP, FIC, FLMI, FSA, JD, LLM, LUTCF, NASD(all), PFP, PFS, QPA, QPB, QFA, REBC, RFA, RFC, RFP, RHU, SEC....... May as well put in R2D2.....perhaps that is the finishing clip.....R2D2 (from Star Wars) computes the data and goes into an uncontrollable spin?

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