Explanations of our Certifications

Certified Financial Planner™

A Certified Financial Planner™, or CFP® refers to the certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  You can learn more about the CFP certification by going to www.cfp.net

 

Chartered Financial Analyst®

A Chartered Financial Analyst®, or CFA®, is a professional designation given by the CFA Institute (formerly AIMR).  Candidates are required to pass three levels of exams covering ethical and professional standards, security analysis and portfolio management.  You can learn more about the CFA certification by going to www.cfainstitute.org

 

Notes On Certification Trademarks Used Here

Chartered Financial Analyst®, CFA®
These marks are the property of CFA Institute.

Certified Financial Planner™, or CFP®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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