SlideShare une entreprise Scribd logo
1  sur  3
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?

Contenu connexe

Tendances (20)

Introduction To Kurjian.Anastasio
Introduction To Kurjian.AnastasioIntroduction To Kurjian.Anastasio
Introduction To Kurjian.Anastasio
 
Introduction To Kurjian.Anastasio
Introduction To Kurjian.AnastasioIntroduction To Kurjian.Anastasio
Introduction To Kurjian.Anastasio
 
CFC Certificate
CFC CertificateCFC Certificate
CFC Certificate
 
Canada visitor visa
Canada visitor visaCanada visitor visa
Canada visitor visa
 
Alireza Consultant
Alireza  ConsultantAlireza  Consultant
Alireza Consultant
 
Emerald AttorneyAdvisory Brochure-pgs
Emerald AttorneyAdvisory Brochure-pgsEmerald AttorneyAdvisory Brochure-pgs
Emerald AttorneyAdvisory Brochure-pgs
 
Dependent visa
Dependent visaDependent visa
Dependent visa
 
Vkimm immigrationtocanada
Vkimm immigrationtocanadaVkimm immigrationtocanada
Vkimm immigrationtocanada
 
Immigrationtocanada
ImmigrationtocanadaImmigrationtocanada
Immigrationtocanada
 
Financial Life Checkup
Financial Life CheckupFinancial Life Checkup
Financial Life Checkup
 
Why Study in Canada?
Why Study in Canada?Why Study in Canada?
Why Study in Canada?
 
What Keeps You Up At Night? @CBA
What Keeps You Up At Night? @CBAWhat Keeps You Up At Night? @CBA
What Keeps You Up At Night? @CBA
 
BFM Presentation 2013
BFM Presentation 2013BFM Presentation 2013
BFM Presentation 2013
 
Total Financial Group
Total Financial GroupTotal Financial Group
Total Financial Group
 
C.V.OSAMA.TAHA.SALIH
C.V.OSAMA.TAHA.SALIHC.V.OSAMA.TAHA.SALIH
C.V.OSAMA.TAHA.SALIH
 
M . reda en
M . reda enM . reda en
M . reda en
 
financial_seminars_information_june_2016_final
financial_seminars_information_june_2016_finalfinancial_seminars_information_june_2016_final
financial_seminars_information_june_2016_final
 
The Canada Start-up Visa
The Canada Start-up VisaThe Canada Start-up Visa
The Canada Start-up Visa
 
Sponsership programme | Visa Hotspot
Sponsership programme | Visa Hotspot Sponsership programme | Visa Hotspot
Sponsership programme | Visa Hotspot
 
Introduction to Canadian Immigration
Introduction to Canadian ImmigrationIntroduction to Canadian Immigration
Introduction to Canadian Immigration
 

Similaire à Financial adviser designations and qualifications

Chart Your Path to Become a Chartered Accountant.pdf
Chart Your Path to Become a Chartered Accountant.pdfChart Your Path to Become a Chartered Accountant.pdf
Chart Your Path to Become a Chartered Accountant.pdfCareervira
 
Harris Private Bank
Harris Private BankHarris Private Bank
Harris Private Bankmbenskin
 
CPA-Financial-Planner
CPA-Financial-PlannerCPA-Financial-Planner
CPA-Financial-PlannerThomas Bode
 
Bahr Advisory Services
Bahr Advisory ServicesBahr Advisory Services
Bahr Advisory Servicesjbahr
 
Wealth Manager Certification
Wealth Manager CertificationWealth Manager Certification
Wealth Manager CertificationVskills
 
Captive Insurance
Captive InsuranceCaptive Insurance
Captive InsuranceTjLeahy
 
Finance & Accountancy Certification: Career Paths
Finance & Accountancy Certification: Career PathsFinance & Accountancy Certification: Career Paths
Finance & Accountancy Certification: Career PathsAabirPramanik1
 
Retirement Plan Capabilities Presentation
Retirement Plan Capabilities PresentationRetirement Plan Capabilities Presentation
Retirement Plan Capabilities PresentationStonebarger
 
Informed Investor: Financial Professionals
Informed Investor: Financial ProfessionalsInformed Investor: Financial Professionals
Informed Investor: Financial ProfessionalsINInvestWatch
 
Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...
Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...
Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...Dovetailcapital
 
Becoming a Financial Advisor after MBA in 2024.pdf
Becoming a Financial Advisor after MBA in 2024.pdfBecoming a Financial Advisor after MBA in 2024.pdf
Becoming a Financial Advisor after MBA in 2024.pdfSkipsahmedabad
 
Exploring Different Types of Accounting Jobs and Their Roles
Exploring Different Types of Accounting Jobs and Their RolesExploring Different Types of Accounting Jobs and Their Roles
Exploring Different Types of Accounting Jobs and Their Roleszanderstewart1
 
HFG -The HFG Process
HFG -The HFG ProcessHFG -The HFG Process
HFG -The HFG ProcessWilliam Wang
 
Wealth Management and Financial Planning
Wealth Management and Financial PlanningWealth Management and Financial Planning
Wealth Management and Financial PlanningDeepak Jain
 
Wealth Management
Wealth ManagementWealth Management
Wealth Managementdfernquist
 

Similaire à Financial adviser designations and qualifications (20)

Chart Your Path to Become a Chartered Accountant.pdf
Chart Your Path to Become a Chartered Accountant.pdfChart Your Path to Become a Chartered Accountant.pdf
Chart Your Path to Become a Chartered Accountant.pdf
 
Harris Private Bank
Harris Private BankHarris Private Bank
Harris Private Bank
 
CPA-Financial-Planner
CPA-Financial-PlannerCPA-Financial-Planner
CPA-Financial-Planner
 
Bahr Advisory Services
Bahr Advisory ServicesBahr Advisory Services
Bahr Advisory Services
 
Wealth Manager Certification
Wealth Manager CertificationWealth Manager Certification
Wealth Manager Certification
 
CAP Brochure TBG.PDF
CAP Brochure TBG.PDFCAP Brochure TBG.PDF
CAP Brochure TBG.PDF
 
Captive Insurance
Captive InsuranceCaptive Insurance
Captive Insurance
 
KAG Group Brochure
KAG Group BrochureKAG Group Brochure
KAG Group Brochure
 
Finance & Accountancy Certification: Career Paths
Finance & Accountancy Certification: Career PathsFinance & Accountancy Certification: Career Paths
Finance & Accountancy Certification: Career Paths
 
Retirement Plan Capabilities Presentation
Retirement Plan Capabilities PresentationRetirement Plan Capabilities Presentation
Retirement Plan Capabilities Presentation
 
Paraklete
ParakleteParaklete
Paraklete
 
Pathway Program Brochure
Pathway Program BrochurePathway Program Brochure
Pathway Program Brochure
 
Informed Investor: Financial Professionals
Informed Investor: Financial ProfessionalsInformed Investor: Financial Professionals
Informed Investor: Financial Professionals
 
Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...
Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...
Why does Assistance from Financial Advisory Firms Play a Vital Role in Invest...
 
Becoming a Financial Advisor after MBA in 2024.pdf
Becoming a Financial Advisor after MBA in 2024.pdfBecoming a Financial Advisor after MBA in 2024.pdf
Becoming a Financial Advisor after MBA in 2024.pdf
 
Exploring Different Types of Accounting Jobs and Their Roles
Exploring Different Types of Accounting Jobs and Their RolesExploring Different Types of Accounting Jobs and Their Roles
Exploring Different Types of Accounting Jobs and Their Roles
 
mutual fund advisor
mutual fund advisormutual fund advisor
mutual fund advisor
 
HFG -The HFG Process
HFG -The HFG ProcessHFG -The HFG Process
HFG -The HFG Process
 
Wealth Management and Financial Planning
Wealth Management and Financial PlanningWealth Management and Financial Planning
Wealth Management and Financial Planning
 
Wealth Management
Wealth ManagementWealth Management
Wealth Management
 

Plus de Tony Vidler, CFP, CLU, ChFC

Value Proposition & Positioning Statement Structure
Value Proposition & Positioning Statement StructureValue Proposition & Positioning Statement Structure
Value Proposition & Positioning Statement StructureTony Vidler, CFP, CLU, ChFC
 

Plus de Tony Vidler, CFP, CLU, ChFC (20)

How to get paid every step of the way
How to get paid every step of the wayHow to get paid every step of the way
How to get paid every step of the way
 
Managing Versus Coaching
Managing Versus CoachingManaging Versus Coaching
Managing Versus Coaching
 
The right style of advice
The right style of advice The right style of advice
The right style of advice
 
An Adviser' Engagement Marketing Process
An Adviser' Engagement Marketing ProcessAn Adviser' Engagement Marketing Process
An Adviser' Engagement Marketing Process
 
What triggers advice?
What triggers advice?What triggers advice?
What triggers advice?
 
Words that sell
Words that sellWords that sell
Words that sell
 
Prospecting Process For Professionals
Prospecting Process For ProfessionalsProspecting Process For Professionals
Prospecting Process For Professionals
 
The Essential Soft Skills
The Essential Soft SkillsThe Essential Soft Skills
The Essential Soft Skills
 
How to create a value proposition
How to create a value propositionHow to create a value proposition
How to create a value proposition
 
The Ideal Business Model
The Ideal Business ModelThe Ideal Business Model
The Ideal Business Model
 
Educating Our Financial Advice Prospects
Educating Our Financial Advice ProspectsEducating Our Financial Advice Prospects
Educating Our Financial Advice Prospects
 
Tony Vidler speaker resume 2014
Tony Vidler speaker resume 2014Tony Vidler speaker resume 2014
Tony Vidler speaker resume 2014
 
Tony Vidler EXPERTISE RESUME
Tony Vidler EXPERTISE RESUMETony Vidler EXPERTISE RESUME
Tony Vidler EXPERTISE RESUME
 
Professional Practice Business Building Blocks
Professional Practice Business Building BlocksProfessional Practice Business Building Blocks
Professional Practice Business Building Blocks
 
Work out your key production numbers
Work out your key production numbersWork out your key production numbers
Work out your key production numbers
 
Who do you want to work with?
Who do you want to work with?Who do you want to work with?
Who do you want to work with?
 
What value do you create?
What value do you create?What value do you create?
What value do you create?
 
Working out what customers want
Working out what customers wantWorking out what customers want
Working out what customers want
 
Value Proposition & Positioning Statement Structure
Value Proposition & Positioning Statement StructureValue Proposition & Positioning Statement Structure
Value Proposition & Positioning Statement Structure
 
Target market clients: where do you find them?
Target market clients:  where do you find them?Target market clients:  where do you find them?
Target market clients: where do you find them?
 

Dernier

The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfGale Pooley
 
WhatsApp 📞 Call : 9892124323 ✅Call Girls In Chembur ( Mumbai ) secure service
WhatsApp 📞 Call : 9892124323  ✅Call Girls In Chembur ( Mumbai ) secure serviceWhatsApp 📞 Call : 9892124323  ✅Call Girls In Chembur ( Mumbai ) secure service
WhatsApp 📞 Call : 9892124323 ✅Call Girls In Chembur ( Mumbai ) secure servicePooja Nehwal
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escortsranjana rawat
 
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Delhi Call girls
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...ssifa0344
 
The Economic History of the U.S. Lecture 26.pdf
The Economic History of the U.S. Lecture 26.pdfThe Economic History of the U.S. Lecture 26.pdf
The Economic History of the U.S. Lecture 26.pdfGale Pooley
 
Stock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdfStock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdfMichael Silva
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikCall Girls in Nagpur High Profile
 
The Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfThe Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfGale Pooley
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptxFinTech Belgium
 
The Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfThe Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfGale Pooley
 
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...Call Girls in Nagpur High Profile
 
The Economic History of the U.S. Lecture 25.pdf
The Economic History of the U.S. Lecture 25.pdfThe Economic History of the U.S. Lecture 25.pdf
The Economic History of the U.S. Lecture 25.pdfGale Pooley
 
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptxFinTech Belgium
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdfFinTech Belgium
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Bookingroncy bisnoi
 
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Pooja Nehwal
 
Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignHenry Tapper
 
00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptxFinTech Belgium
 

Dernier (20)

The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdf
 
WhatsApp 📞 Call : 9892124323 ✅Call Girls In Chembur ( Mumbai ) secure service
WhatsApp 📞 Call : 9892124323  ✅Call Girls In Chembur ( Mumbai ) secure serviceWhatsApp 📞 Call : 9892124323  ✅Call Girls In Chembur ( Mumbai ) secure service
WhatsApp 📞 Call : 9892124323 ✅Call Girls In Chembur ( Mumbai ) secure service
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
 
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
 
The Economic History of the U.S. Lecture 26.pdf
The Economic History of the U.S. Lecture 26.pdfThe Economic History of the U.S. Lecture 26.pdf
The Economic History of the U.S. Lecture 26.pdf
 
Stock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdfStock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdf
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
 
The Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfThe Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdf
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
 
The Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfThe Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdf
 
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
 
The Economic History of the U.S. Lecture 25.pdf
The Economic History of the U.S. Lecture 25.pdfThe Economic History of the U.S. Lecture 25.pdf
The Economic History of the U.S. Lecture 25.pdf
 
Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024
 
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
 
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
 
Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaign
 
00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx
 

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?