Financial Professional Designations Decoded
Ever wonder what all of those letters after your financial advisor's name mean? Learn the ABCs of CFPs. This glossary explains the credentials, certifications, and professional designations for financial professionals. From AFC to CSLP, understand what all the letters in financial designations mean.
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IYKYK: demystify the alphabet soup of financial professional credentials and designations
Financial certifications and designations let you know that a professional has expertise or specialization, and has met specific industry standards. Make sure you've got the right people on your personal finance team with the right skills to help you master your money. Understand what different designations and certifications mean. Whether you need comprehensive financial planning or specialized investment advice, understanding the letters after someone's name helps you find the right expertise for your specific financial needs and goals.
Financial Analysis
Chartered Alternative Investment Analyst
Financial Planning
Certified Financial Planner
Chartered Financial Consultant
IAR (Investment Advisor Representative)
PFS (Personal Financial Specialist)
RFC (Registered Financial Consultant)
RIA (Registered Investment Advisor)
Investment Strategy
AAMS (Accredited Asset Management Specialist)
Chartered Financial Analyst
CIC (Chartered Investment Counselor)
CIMA (Certified Investment Management Analyst)
Regulatory + Compliance
Fiduciary
Risk Management
