Professional Designations Archives

What is a Personal Financial Specialist (CPA / PFS)?

What is the Certificate in Investment Performance Measurement (CIPM)?

What is an Accredited Investment Fiduciary (AIF)?

What is a Certified Financial Planner (CFP)?

What is a Chartered Retirement Planning Counselor (CRPC)?

What is a Certified Digital Asset Advisor (CDAA)?

What is a Registered Life Planner (RLP)?

What is the Certificate in Blockchain and Digital Assets (CBDA)?

What is a Chartered SRI Counselor (CSRIC)?

What is a Certified Private Wealth Advisor (CPWA)?