Designations

Chartered Financial Analyst Charterholder (CFA)

The rigor, discipline, and commitment required to obtain a CFA Charterholder designation is unmatched in the financial industry. For more information please click below.

Why Hire a CFA Chartholder?

Certified Financial Planner

Obtaining a CFP designation involves completing master's level courses and passing a rigorous test that applies financial planning principles in real life scenarios. It involves comprehensive financial planning, not just one aspect like insurance or investments. For more information, please click below.

Why CFP Certification Matters

Other Industry Designations

There are additional designations that professionals may obtain to market their services, but please be diligent in researching them. Many of the other designations do not require the 1000's of hours of experience and study that the CFA program and CFP program require.

The way to get started is to
quit talking and begin doing.
- Walt Disney

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