Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. You can find more information about this designation at CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
Individuals showing a CFA® designation hold an active CHARTERED FINANCIAL ANALYST™ certification. To earn the CFA® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent work experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals with the CPWA designation, issued by the Investments & Wealth Institute, must complete program prerequisites, pass the final exam, and complete the necessary continuing education requirements. You can find more information about this designation at Certified Private Wealth Advisor (CPWA) Certification.
