An Accredited Estate Planner (AEP) is an estate planning professional recognized by the National Association of Estate Planners & Councils (NAEPC). An AEP commits to estate planning in their career and collaborates with other professionals to provide their clients with comprehensive estate planning services. This article will define the AEP designation, situations when you should […]
An Enrolled Agent (EA) is a tax professional recognized by the Internal Revenue Service (IRS) as an expert in personal and business tax laws. This individual can represent their clients before the IRS for tax issues, including audits, collections, and appeals. This article will define the Enrolled Agent (EA) designation, situations where you should hire […]
An Accredited Asset Management Specialist (AAMS) is a designation for financial professionals who specialize in asset management and investments. Administered by the College for Financial Planning, a unit of the Kaplan Company, the AAMS provides financial professionals with the extensive knowledge they need to assess and recommend a variety of investment opportunities. Let’s take a […]
Are you thinking about hiring an accountant and unsure if you should choose to work with a Certified Public Accountant? Certified Public Accountants (CPAs) rank among the most highly-regarded professionals in the accounting world. Accounting encompasses a broad range of jobs, from bookkeeping in a small company to preparing tax returns for individuals and handling […]
The Personal Financial Specialist (PFS) is a designation for licensed Certified Public Accountants (CPAs) who wish to provide financial planning services to their clients. Designed by the American Institute of Certified Public Accountants (AICPA), the PFS allows CPAs to go beyond their traditional duties and help others plan for their futures. Let’s take a closer […]
If your investment portfolio is diversified among numerous asset managers, knowing who is managing your money and how they are managing it is of paramount importance. By hiring a financial advisor or wealth manager who has earned their Certificate in Investment Performance Measurement (CIPM), you can feel more confident and secure that their oversight will […]
The Certified Digital Asset Advisor (CDAA) designation is for financial professionals focused on helping individuals manage digital assets, including cryptocurrencies and tokens like NFTs. This asset class has emerged as a hot area for investment among younger investors and is increasingly seeing mainstream adoption. In fact, the total cryptocurrency market cap surpassed $2 trillion in […]
The Certificate in Blockchain and Digital Assets (CBDA) is a designation awarded by the Digital Assets Council of Financial Professionals (DACFP) and the New York Institute of Finance (NYIF). The Certificate is earned by financial professionals who are interested in and passionate about learning about the growing fields of blockchain, cryptocurrencies, non-fungible tokens (NFTs), and […]
A Certified Financial Transitionist (CeFT) helps clients navigate through major life events and the financial implications that come with them. Created by the Financial Transitionist Institute, a division of the Sudden Money Institute, the CeFT is only available to established professionals in the financial industry. Let’s take a closer look at what this designation is, […]