OUR COMMITMENT to credible, ethical service
On one hand, financial designations showcase an advisor’s commitment to their craft – inclusive of regulatory requirements, ethical standards and continuous learning.
On the other hand, designations demonstrate to our clients – like you – that your chosen team of financial professionals can be trusted to deliver a specialized, knowledgeable and compliant service that’s capable of meeting your specific needs.
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AAMS™ designees are required to have a deep understanding of investment management concepts, including portfolio management, asset allocation optimization, risk analysis and more. On top of that, financial professionals who earn the AAMS™ designation are committed to adhering to both high ethical standards and their clients’ best interests. AAMS™ holders typically take a client-centric approach, meaning that as a client, you can benefit from a more personalized, collaborative service.
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CFP® certification holders are trained to deliver a comprehensive range of financial planning services that pertain to the many varied elements of your life. After undergoing rigorous training to earn their designation, CFP® professionals are bound by fiduciary duty to provide financial counsel in the best interests of their client. As a client, you may stand to benefit from objective, holistic and personalized guidance from your advisor.
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ChFC® designees are financial professionals with specialized experience in crafting comprehensive financial plans. More specifically, ChFC® designees are equipped with the knowledge to deliver strategic support relating to insurance, investments, tax planning and estate planning. For clients, this designation reflects a commitment to quality personalized financial counsel that’s aligned to individual needs.
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CLU® designees specialize primarily in life insurance and estate planning. To earn the CLU® designation, advisors must complete a series of exams and demonstrate their real-world experience in the life insurance, estate planning and other related financial planning spaces. As a client, you can take advantage of your CLU® designees deep understanding of products and policies, comprehensive knowledge to help navigate planning complexities and risks, as well as access to a cross-industry network of professionals and resources.
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Advisors that posses the CRPC™ designation are recognized as being both properly trained and knowledgeable in the topic of retirement planning strategies. CRPC™ designees can help develop holistic retirement income plans that accurately weigh Social Security, pensions, 401(k)s and other investments. As a client, your advisor can help you take advantage of customized retirement plans and tax-efficient strategies.
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Formerly known as Registered Paraplanner (RP), the FPQP® is a designation for professionals who perform roles that support financial advisors. Not only does the FPQP® designation signify that an individual possesses an understanding of financial planning concepts, but it also showcases an ability to deliver quality, operationally efficient support services for clients.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.