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Industry Associations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. The CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Their mission as a non-profit organization is to benefit the public by granting the CFP® certification, and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

CHARTERED RETIREMENT PLANNING COUNSELORTM (CRPC®)

  • A Chartered Retirement Planning Counselor is someone with a professional financial planning designation awarded by the College for Financial Planning.

  • The study program for this designation includes a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.

ACCREDITED INVESTMENT FIDUCIARYTM (AIF®)

  • The Accredited Investment Fiduciary (AIF) is an ethical certification issued by Fi360.

  • The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

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