Education and Designations
Certified Financial Planner™ (CFP) Practitioner: A credential granted by the Certified Financial Planner Board of Standards, Inc., to individuals who complete a comprehensive curriculum in financial planning and ethics. This designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification. CFP® professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Most CFP professionals have earned a four-year college degree in a finance-related field, and have completed a course of study in financial planning approved by CFP Board.
Accredited Investment Fiduciary® (AIF®): A professional designation awarded by the Center for Fiduciary Studies, associated with the University of Pittsburgh’s Center for Executive Education. The AIF® professional designation demonstrates the focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. Since October 2002, the Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF designees demonstrate a thorough understanding of the Center for Fiduciary Studies’ Prudent Practices for investment advisors and stewards.
Master of Science in Financial Services (MSFS): The MSFS degree program provides a diverse financial education that prepares its graduates to advise their clients on a wide spectrum of advanced financial needs. MSFS classes include advanced studies on and analysis of pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis, portfolio management, and financial statement analysis.
The Chartered Life Underwriter (CLU): A professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. The CLU program provides insights into the life insurance business, its importance to the economy, its operation and distribution systems, and its resurging importance for safe and secure investments. For agents, field managers, home office personnel, and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.
Charted Financial Consultant (ChFC): A ChFC has knowledge of estate, tax, portfolio management and financial planning concepts. Holders of this designation often come from the insurance industry. Includes all CFP coursework, as well as additional courses covering estate, retirement and financial planning.
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