PROFESSIONAL DESIGNATIONS: WHAT THEY MEAN FOR YOU
Wondering what all those letters after your financial advisor’s name mean? They’ve worked to attain these professional designations in order to bring a higher level of service and expertise to your portfolio.
Our team continually furthers their professional experience through these education programs so they can consistently offer the expert guidance necessary for more complex financial pictures like yours.
Ask your advisor how their designations can benefit you.
SOURCE: INVESTMENTS & WEALTH INSTITUTE RESEARCH, 2021
OF HIGH-NET-WORTH INVESTORS SAY DESIGNATIONS PLAY A ROLE IN CHOOSING AN ADVISOR TO WORK WITH.
CERTIFIED FINANCIAL PROFESSIONAL
Gaining the CFP® designation means your financial professional is held to the most rigorous ethical standards of the CFP Board, as well as having completed extensive educational requirements that have prepared them to deal with your ever-changing financial planning needs.
RETIREMENT INCOME CERTIFIED PROFESSIONAL
When your financial representative holds a RICP® designation, they are certified to address all your retirement needs, including planning, retirement income, and long-term care. They’re also responsible for keeping up with the latest strategies to help you make the most of your wealth.
WEALTH MANAGEMENT CERTIFIED PROFESSIONAL
WMCP® advisors have learned the necessary strategies to create specialized wealth management plans for high-net-worth clients, as well as a keen understanding of their unique needs.
CHARTERED FINANCIAL CONSULTANT
A Chartered Financial Consultant can provide you with expert guidance on a wide range of topics including life insurance, taxation, retirement planning, investments, and estate planning.
CHARTERED LIFE UNDERWRITER
Holding the CLU® designation means your financial professional has in-depth, expert knowledge to help with your insurance needs, as well as those of your employees if you own a business.