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BCAA – Board Certified in Asset Allocation
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BFA – Behavioral Financial Advice
CAIA – Chartered Alternative Investment Analyst
CAP – Chartered Advisor in Philanthropy®
CAS – Certified Annuity Specialist®
CDFA – Certified Divorce Financial Analyst
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CFP – CERTIFIED FINANCIAL PLANNER ™
CFS – Certified Fund Specialist®
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CLF – Chartered Leadership Fellow®
CLU – Chartered Life Underwriter®
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CRPS – Chartered Retirement Plans Specialist
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CWS – Certified Wealth Strategist
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LUTCF – Life Underwriter Training Council Fellow®
MSFS – Master of Science in Financial Services
MSM – Master of Science in Management
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RHU – Registered Health Underwriter
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RIS – Retirement Income Specialist
RP – Registered Paraplanner
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