Industry Designations

Accredited Investment Fiduciary® (AIF®)

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. AIF® is a trademark of Fi360, Inc.

Accredited Asset Management Specialist ® (AAMS®)

Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Accredited Wealth Management Advisor (AWMA®)

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Certified Divorce Financial Analyst® (CDFA®)

Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™.

Certified Exit Planner Advisor® (CEPA®)

The Certified Exit Planning Advisor® (CEPA®) Program is an executive MBA-style program that trains and certifies qualified and experienced professional financial advisors in the field of exit planning for business owners. The Certified Exit Planning Advisor® (CEPA®) designation is a copyright of the Exit Planning Institute.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Investment Management Analyst® (CIMA®)

CIMA® is a registered certification mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute® in the United States of America and worldwide.

Chartered Alternative Investment Analyst® (CAIA®)

CAIA and Chartered Alternative Investment Analyst are trademarks owned by the Chartered Alternative Investment Analyst Association.

Chartered Financial Analyst® (CFA®)

CFA® and Chartered Financial Analyst® are trademarks owned by the CFA Institute.

Chartered Retirement Planning CounselorSM (CRPC®)

Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.