Certifications and Designations

Certified Financial Planner™, or CFP®

These are federally registered marks indicating a professional certification granted in the United States by Certified Financial Planner Board of Standards, Inc. (CFP Board). Eligibility for using these marks first requires completion of a graduate-level program in financial planning subject areas, passing the comprehensive, 10-hour 2-day CFP® Certification examination, obtaining three full years of financial planning-related experience, and complying with the ethical and practice standards outlined in the CFP Board’s Code of Ethics and Standards of Professional Conduct. To maintain these credentials, CFP® professionals must complete 30 hours of continuing education hours every two years.

Certified Divorce Financial Analyst™ (CDFA™)

The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. The CDFA™ designation is available to individuals who have a minimum of three years' experience as a financial professional, accountant, or matrimonial lawyer. To earn the designation, the participant must complete a series of self-study course modules and pass an exam for each module. In the USA, this training qualifies for 32 hours of continuing education for the CFP® Board of Standards. The CDFA designation is available to individuals who have a minimum of three years' experience as a financial professional, accountant, or matrimonial lawyer.

Chartered Life Underwriter (CLU®)

The CLU® is widely considered to be the most respected insurance designation in the industry. This designation was created in 1927 by the American College in Bryn Mawr, Pa. The CLU® designation has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes.

Financial ParaPlanner Qualified Professional (FPQP™)

Individual who hold the FPQP™ designation have completed a course of study encompassing the five disciplines of the financial planning process. Financial ParaPlanner Qualified Professionals play a key role on the financial planning team, support the financial advisor in gathering, reviewing and analyzing clients’ financial information, constructing personal financial statement, and making recommendations for improving outcomes for meeting clients’ financial goals and needs.

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