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What you might need!
What designations should I consider?
AAMS – Accredited Asset Management Specialist®
AEP – Accredited Estate Planner®
AIF® – Accredited Investment Fiduciary®
APMA – Accredited Portfolio Management Advisor®
ATP – Accredited Tax Preparer®
AWMA – Accredited Wealth Management Advisor®
BCAA – Board Certified in Asset Allocation
BCM – Board Certified in Mutual Funds
BCS – Board Certified in Securities
BFA – Behavioral Financial Advice
CAIA – Chartered Alternative Investment Analyst
CAP – Chartered Advisor in Philanthropy®
CAS – Certified Annuity Specialist®
CDFA – Certified Divorce Financial Analyst
CEBC – Certified Employee Benefit Specialist
CES – Certified Estate and Trust Specialist®
CFA – Chartered Financial Analyst
CFP – CERTIFIED FINANCIAL PLANNER ™
CFS – Certified Fund Specialist®
ChFC – Chartered Financial Consultant®
CIC – Chartered Investment Counselor
CIMA – Certified Investment Management Analyst®
CLF – Chartered Leadership Fellow®
CLU – Chartered Life Underwriter®
CMFC – Chartered Mutual Fund Counselor®
CPA – Certified Public Accountant
CRPC – Chartered Retirement Planning Counselor®
CRPS – Chartered Retirement Plans Specialist
CTS – Certified Tax Specialist®
CWS – Certified Wealth Strategist
EA – Enrolled Agent
FRM – Financial Risk Manager
FSS – Financial Services Specialist
LUTCF – Life Underwriter Training Council Fellow®
MSFS – Master of Science in Financial Services
MSM – Master of Science in Management
REBC – Registered Employee Benefits Consultant®
RHU – Registered Health Underwriter
RICP – Retirement Income Certified Professional®
RIS – Retirement Income Specialist
RP – Registered Paraplanner
What licenses should I hold?
Life, Health & Accident License
Long Term Care Insurance License
Variable Licenses
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