Designations

CFP® ( CERTIFIED FINANCIAL PLANNER™)

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner, “but only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.

In addition, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. For more information regarding the CFP Certification process, you may go to www.cfp.net.

AIF ®(Accredited Investment Fiduciary)

Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation. For more information regarding the AIF certification, please go to www.fi360.com.

CRC® (Certified Retirement Counselor )

The CRC demonstrates the mastery of both retirement accumulation and distribution planning. This designation is independently accredited by the National Commission for Certifying Agencies For more information regarding the CRC Certification, you may go to www.infre.org.

CWS® ( Certified Wealth Strategist)

The Certified Wealth Stategist® designation, administered by Cannon Financial Institute provides planners with the technical knowledge, proctive management processes and client communication skills needed. This allows advisors the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market. If you would like more information, please go to www.cannonfinancial .com/certified-wealth-strategist.