Designations
It is important to know whether your advisor has taken the steps necessary to continue to increase their knowledge base in personal finance.
AIF®
Advisors who have earned the Accredited Investment Fiduciary®(AIF®) designation are able to immediately show that they are interested in and working towards the best interests of their clients. Instruction covers pertinent legislation and best practices, thus designees are able to implement a prudent process into their own investment practice. Designees attest to both a Code of Ethics and Conduct Standards on an annual basis, as well completing six hours of continuing education to maintain the designation.
CFP®
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Boardto act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
BPC®
The Bucket Plan® (BPC®) Certified designation is awarded by Clarity 2 Prosperity, a financial training, coaching, and IP development organization. The Bucket Plan Best Interest Process that is mastered during this certification process provides a strategic, structured, approach to bucketing assets for today's biggest financial dangers and challenges. This program trains advisors on how to use a range of planning tools to simplify the planning process for clients while addressing complex challenges. In order to attain this comprehensive financial planning certification, an intensive two-day training course is required as well as successfully passing a proctored exam.
CMT®
The Chartered Market Technician® (CMT®) is a professional designation awarded by the Chartered Market Technician Association. CMT designation candidates must pass three exam levels and agree to the CMT Association’s code of ethics. Individuals who hold the designation attain extensive knowledge of investment risk in portfolio management, as well as market behavior, the gap between intrinsic value and market price, behavioral finance, quantitative systems design and risk management. The CMT is the highest certification within the industry and is well-known by other industry professionals around the world. Essentially, a CMT designation is the gold standard in the technical analysis field.
CFTe®
The Certified Financial Technician® (CFTe®) is a professional designation awarded by the International Federation of Technical Analysts (IFTA). CFTe designation candidates must pass two exam levels and agree to the IFTA’s code of ethics. Individuals who hold the designation are tested not only on technical skills, but also ethics and international market knowledge as well. The CFTe is the award of an international professional qualification in technical analysis.