Resources

Financial Professional Designations

By  Wealthtender HQ

We want to be transparent about how we are compensated. Some links in articles are from our sponsors. Learn more about how we make money.

Are you considering working with a financial professional, but unsure what the letters after their name represent? Use this page to search for designations used by financial professionals and visit the sponsoring organization’s website to learn more.

Professional Designation (Abbreviation)Sponsor Organization
Accredited Adviser in Insurance (AAI)The Institutes
Accredited Asset Management Specialist (AAMS)College for Financial Planning
Accredited Estate Planner (AEP)National Association of Estate Planners & Councils
Accredited Financial Counselor (AFC)Association for Financial Counseling and Planning Education
Accredited Investment Fiduciary (AIF)Center for Fiduciary Studies
Accredited Investment Fiduciary Analyst (AIFA)Center for Fiduciary Studies
Accredited Pension Representative (APR)National Institute of Pension Administrators
Accredited Portfolio Management Advisor (APMA)College for Financial Planning
Accredited Tax Advisor (ATA)Accreditation Council for Accountancy and Taxation
Accredited Tax Preparer (ATP)Accreditation Council for Accountancy and Taxation
Accredited Wealth Management Advisor (AWMA)College for Financial Planning
Associate in General Insurance (AINS)The Institutes
Associate in Insurance Services (AIS)The Institutes
Associate in Personal Insurance (API)The Institutes
Associate, Life Management Institute (ALMI)LOMA
Certificate in Investment Performance Measurement (CIPM)CFA Institute
Certified 401(k) Professional (C(k)P)The Retirement Advisor University in collaboration with UCLA Anderson School of…
Certified Annuity Specialist (CAS) Institute of Business & Finance
Certified Anti-Money Laundering Specialist (CAMS)Association of Certified Anti-Money Laundering Specialists 
Certified Business Exit Consultant (CBEC)Pinnacle Equity Solutions, Inc.
Certified College Funding Specialist (CCFS)Association of Certified College Funding Specialists
Certified College Planning Specialist (CCPS) National Institute of Certified College Planners
Certified Compliance Specialist (CCS)Interfima
Certified Consumer Debt Specialist (CCDS)Center for Financial Certifications
Certified Debt Management Professional (CDMP)Partnership for Financial Education
Certified Divorce Advisor (CDA)The Foundation for Financial Education
Certified Divorce Financial Analyst (CDFA)Institute for Divorce Financial Analysts
Certified Educational Consultant (CEC)Foundation for Financial Education
Certified Educator in Personal Finance (CEPF) Fincert.org
Certified Employee Benefit Specialist (CEBS)International Foundation of Employee Benefit Plans 
Certified Estate and Trust Specialist (CES)Institute of Business & Finance
Certified Estate Planner (CEP)National Institute of Certified Estate Planners
Certified Exit Planning Advisor (CEPA)Exit Planning Institute
Certified Financial Consultant (CFC)Institute of Financial Consultants
Certified Financial Education Instructor (CFEI)National Financial Educators Council
Certified Financial Education Professional (CFEP)Financial Intelligence for Parents and Children
Certified Financial Educator (CFEd)Heartland Institute of Financial Education
Certified Financial Planner (CFP)Certified Financial Planner Board of Standards, Inc.
Certified Financial Therapist (CFT-I)Financial Therapy Association
Certified Financial Transitionist (CeFT®)The Financial Transitionist Institute
Certified Fixed Income Practitioner (CFIP)Fixed Income Academy
Certified Fund Specialist (CFS)Institute of Business & Finance
Certified Insurance Industry Professional (CIIP) International Association of Insurance Professionals
Certified Insurance Service Representative (CISR)The National Alliance for Insurance Education and Research
Certified Investment Management Analyst (CIMA)Investments & Wealth Institute
Certified Kingdom Advisor (CKA)Kingdom Advisors, Inc.
Certified Management Accountant (CMA)Institute of Certified Management Accountants
Certified Medicaid Planner (CMP)Certified Medicaid Planning Governing Board
Certified Merger and Acquisition Advisor (CM&AA)Alliance of Merger and Acquisition Advisors
Certified Money Coach (CMC)Money Coaching Institute
Certified Personal Finance Consultant (CPFC)Fincert.org
Certified Personal Retirement Specialist (CPRS)The University of Georgia
Certified Personal Risk Manager (CPRM)The National Alliance for Insurance Education and Research
Certified Plan Fiduciary Advisor (CPFA)National Association of Plan Advisors
Certified Private Wealth Advisor (CPWA) Investments & Wealth Institute
Certified Professional Insurance Agent (CPIA)American Insurance Marketing and Sales Society
Certified Public Accountant (CPA)American Institute of CPAs
Certified Regulatory and Compliance Professional (CRCP) FINRA Institute at Georgetown
Certified Retirement Counselor (CRC)International Foundation for Retirement Education
Certified Risk Manager (CRM)The National Alliance for Insurance Education and Research
Certified Senior Advisor (CSA)Society of Certified Senior Advisors
Certified Student Loan Professional (CSLP)Certified Student Loan Advisors Board of Standards
Certified Tax Specialist (CTS)Institute of Business & Finance
Certified Treasury Professional (CTP)Association of Financial Professionals
Chartered Estate Planning Practitioner (CEPP)Estate Planning Institute
Chartered Federal Employee Benefits Consultant (ChFEBC)Federal Seminars & ChFEBC, Inc.
Chartered Financial Analyst (CFA)CFA Institute
Chartered Financial Consultant (ChFC)The American College
Chartered Financial Risk Engineer (CFRE)New York Institute of Finance
Chartered Life Underwriter (CLU)The American College
Chartered Market Technician (CMT)Market Technicians Association, Inc.
Chartered Property Casualty Underwriter (CPCU)The Institutes
Chartered Retirement Planning Counselor (CRPC)College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)College for Financial Planning
Chartered SRI Counselor (CSRIC)Organization College for Financial Planning
Fellow, Life Management Institute (FLMI)LOMA
Financial Paraplanner Qualified Professional (FPQP)College for Financial Planning
Financial Risk Manager (FRM)Global Association of Risk Professionals
International Mergers & Acquisitions (IM&A)Institute for Mergers, Acquisitions and Alliances
Life and Annuity Certified Professional (LACP)National Association of Insurance and Financial Advisors Certification Commission
Life Underwriter Training Council Fellow (LUTCF)Jointly conferred by the College for Financial Planning and the National Association
Master Certified Estate Planner (MCEP)National Institute of Certified Estate Planners
National Social Security Advisor (NSSA)National Social Security Association
Personal Financial Specialist (PFS)The American Institute of Certified Public Accountants
Professional Plan Consultant (PPC)Financial Service Standards, a Division of fi360, Inc.
QFP—Qualified Financial Planner (QFP)International Association of Qualified Financial Planners
Qualified Plan Financial Consultant (QPFC)National Association of Plan Advisors
Registered Fiduciary (RF) DALBAR, Inc.
Registered Financial Gerontologist (RFG)American Institute of Financial Gerontology
Registered Financial Planner (RFP) Registered Financial Planners Institute
Registered Financial Specialist (RFS)Global Academy of Finance and Management
Registered Social Security Analyst (RSSA)National Association of Registered Social Security Analysts Ltd
Retirement Income Certified Professional (RICP)The American College
Retirement Management Advisor (RMA)Investments & Wealth Institute

Disclaimer: The information in this article is not intended to encourage any lifestyle changes without careful consideration and consultation with a qualified professional. This article is for reference purposes only, is generic in nature, is not intended as individual advice and is not financial or legal advice.

Leave a Reply