Certifications Disclosures
Chartered Financial Analyst (CFA®)
A CFA® is a professional designation for financial analysts that requires passing three levels of exams covering, among other topics, investment analysis, portfolio management, and ethics, along with gaining relevant work experience and adhering to ethical standards to maintain the certification.
Certified Financial Planner (CFP®)
A CFP® is a professional designation for financial planners who must complete specific education, pass a comprehensive exam, gain relevant work experience, and adhere to ongoing ethics and continuing education requirements to maintain the certification.
Retirement Income Certified Professional (RICP®)
A RICP® is a designation for financial advisors specializing in retirement planning, requiring completion of a three-course program, passing related exams, and meeting ongoing continuing education and ethical standards to maintain the certification.
Accredited Investment Fiduciary (AIF®)
An AIF® is a designation for financial professionals who specialize in fiduciary responsibility, requiring completion of training, passing an exam, and meeting ongoing continuing education and ethical standards to maintain the certification.
Chartered Financial Consultant (ChFC®)
A ChFC® is a professional designation for financial professionals that requires completing coursework cover, among other topics, financial planning, risk management, retirement and estate planning, and taxation. Candidates must meet experience requirements and adhere to ethical standards and complete ongoing continuing education to maintain the certification.
Certifed Public Accountant (CPA)
A CPA is a professional certification which proves that designees have obtained the education and relevant work experience necessary to perform specialized accounting, auditing, and reporting services within a strict code of professional ethics. All state and jurisdiction Boards of Accountancy require CPA candidates to have a bachelor’s degree at minimum with 150 semester hours of credit. Designees earn their CPA once they have passed the Uniform Certified Public Accountant Examination and met state or jurisdiction-specific education and experience requirements. After becoming a CPA, designees must also complete 120 hours of continuing education credits every three years with a minimum of 20 hours of credits in each year.