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Financial adviser designations and
qualifications
Certified Financial Planner CFP
Chartered Financial Analyst CFA
Chartered Accountant CA
Certified Public Accountant CPA
Chartered Life Underwriter CLU
Chartered Financial Consultant ChFC
______________________________________________________________
Registered Financial Planner
Authorised Financial Adviser
Registered Financial Adviser
Certified Treasury Professional
Certified Professional Controller
Chartered Alternative Investment Analyst
Certified International Investment Analyst
Chartered Realty Investor
Fellow Chartered Financial Practitioner
Master Financial Professional
FINANCIAL SERVICES ADVISOR
Certified Management Accountant
Registered Financial Planner
Registered Health Underwriter
Personal Financial Specialist
Personal Financial Planner
Certified Financial Gerontologist
Chartered Fund Specialist
Chartered Investment Counselor
Qualified Financial Adviser
Accredited Asset Management Specialist
Accredited Estate Planner
Accredited Financial Counselor
Accredited Tax Adviser
Certified Annuity Adviser
Certified Divorce Planner
Certified Estate Adviser
Certified Employee Benefit Specialis
Certified Estate Planner
Certified Financial Services Security Professional
Certified Investment Management Consultant
Chartered Mutual Fund Counselor
Certified Corporate Trust Specialist
Certified Pension Consultant
Chartered Property Casualty Underwriter
Chartered Retirement Planning Counselor
Chartered Retirement Plan Specialist
Certified Retirement Services Professional
Registered Financial Consultant
Certified Senior Adviser
Certified Trust & Financial Adviser
Life Underwriter Training Council Fellow
Registered Employee Benefits Consultant
Enrolled Agent
Enrolled Actuary.
Estate Law Specialist
The "Alphabet Soup" of Financial Services Designations & Credentials
AAMS, ABA, AEP, AFC, APMI, ATA, ATP, BCE, BCI, BCM, BCS, , CA, CAA, CAifs,
CCRA, CDP, CEA, CEBS, CEP, CFM, CFSSP, CFA, CFP, CFG, CFS, ChFC, CIC, CIMA, CIMC,
CISP, CLF, CLTC, CLU, CMA, CMFC, CPA, CPC, CPCU, CPhD, CRA, CRC, CRCM, CRFA, CRPC,
CRPS, CRSP, CSA, CSOP, CSTSA, CTFA, EA, ELS, FIFP, FIC, FLMI, FSA, JD, LLM, LUTCF,
NASD(all), PFP, PFS, QPA, QPB, QFA, REBC, RFA, RFC, RFP, RHU, SEC.......
May as well put in R2D2.....perhaps that is the finishing
clip.....R2D2 (from Star Wars) computes the data and goes
into an uncontrollable spin?

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Financial adviser designations and qualifications

  • 1. Financial adviser designations and qualifications Certified Financial Planner CFP Chartered Financial Analyst CFA Chartered Accountant CA Certified Public Accountant CPA Chartered Life Underwriter CLU Chartered Financial Consultant ChFC ______________________________________________________________ Registered Financial Planner Authorised Financial Adviser Registered Financial Adviser Certified Treasury Professional Certified Professional Controller Chartered Alternative Investment Analyst Certified International Investment Analyst Chartered Realty Investor Fellow Chartered Financial Practitioner Master Financial Professional FINANCIAL SERVICES ADVISOR Certified Management Accountant Registered Financial Planner Registered Health Underwriter
  • 2. Personal Financial Specialist Personal Financial Planner Certified Financial Gerontologist Chartered Fund Specialist Chartered Investment Counselor Qualified Financial Adviser Accredited Asset Management Specialist Accredited Estate Planner Accredited Financial Counselor Accredited Tax Adviser Certified Annuity Adviser Certified Divorce Planner Certified Estate Adviser Certified Employee Benefit Specialis Certified Estate Planner Certified Financial Services Security Professional Certified Investment Management Consultant Chartered Mutual Fund Counselor Certified Corporate Trust Specialist Certified Pension Consultant Chartered Property Casualty Underwriter Chartered Retirement Planning Counselor Chartered Retirement Plan Specialist Certified Retirement Services Professional
  • 3. Registered Financial Consultant Certified Senior Adviser Certified Trust & Financial Adviser Life Underwriter Training Council Fellow Registered Employee Benefits Consultant Enrolled Agent Enrolled Actuary. Estate Law Specialist The "Alphabet Soup" of Financial Services Designations & Credentials AAMS, ABA, AEP, AFC, APMI, ATA, ATP, BCE, BCI, BCM, BCS, , CA, CAA, CAifs, CCRA, CDP, CEA, CEBS, CEP, CFM, CFSSP, CFA, CFP, CFG, CFS, ChFC, CIC, CIMA, CIMC, CISP, CLF, CLTC, CLU, CMA, CMFC, CPA, CPC, CPCU, CPhD, CRA, CRC, CRCM, CRFA, CRPC, CRPS, CRSP, CSA, CSOP, CSTSA, CTFA, EA, ELS, FIFP, FIC, FLMI, FSA, JD, LLM, LUTCF, NASD(all), PFP, PFS, QPA, QPB, QFA, REBC, RFA, RFC, RFP, RHU, SEC....... May as well put in R2D2.....perhaps that is the finishing clip.....R2D2 (from Star Wars) computes the data and goes into an uncontrollable spin?