A CERTIFIED FINANCIAL PLANNER™ or CFP® professional is an individual who has earned the CFP® mark of distinction and has met the requirements of: education, examination, experience and ethics standards established by the Certified Financial Planner Board of Standards, Inc. (CFP Board).
Financial professionals who have earned the right to use the CFP® mark have met the following requirements:
Certified financial planners demonstrate and support a professional commitment to continuing education and a client-centered financial planning process. Every two years, practitioners must complete a minimum 30 hours of continuing education, including 2 hours of ethics, to stay current with developments in the financial planning profession and better serve clients. Learn more about the CFP Board of Standards
The ChFEBC℠ designation is held by a limited group of Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive education course and passed a rigorous examination covering a wide array of federal government employee benefits.
Our ChFEBC℠ Advisors are uniquely qualified to serve Federal Employees based on an extensive knowledge of:
ChFEBC℠ professionals also continually educate themselves on the annual changes in federal benefits so that they may be recertified at the start of each calendar year; plus, they must complete required continuing education of 10 hours every two years. They also have to pass a background check to see that they maintain good ethical standing and valid SEC and FINRA registrations.
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Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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Chartered Retirement Planning Specialist℠ or CRPS®
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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The AAMS® is a professional designation awarded by the College for Financial Planning to financial professionals who successfully complete an intensive program, pass an exam and agree to comply with a code of ethics.
The program covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.
Every two years, AAMS® professionals must complete 16 hours of continuing education and pay a fee to continue using the designation. The AAMS® program is developed in conjunction with some of the nation's top investment firms. Applicants study case studies based on real-life scenarios designed to prepare them to be effective in the real world and build lasting relationships with clients.
Learn more about the AAMS®