Learn about professional designations
Members of our team have earned various professional designations, which are often displayed as initials after their names. These accredited training courses represent additional and often continuing investment into a financial professional’s education and service to their clients.
Private Wealth Advisor – PWA
Private Wealth Advisor is a designation offered by Raymond James to experienced advisors who have demonstrated mastery in supporting the sophisticated financial goals of high-net-worth and ultra-high-net-worth households and families.
Certified Financial Planner® – CFP®
To become a Certified Financial Planner® professional, advisors must meet rigorous coursework, examination and ethical standards – standards that have made the CFP® designation a mark of excellence across the industry. Focused on financial planning, the CFP® program teaches a holistic model of financial planning that includes management of investments, expenses, assets and liabilities in service of long-term life and family goals.
Charter Retirement Planning Counselor™ – CRPC®
The Chartered Retirement Planning Counselor™ designation is principally focused on retirement planning, including pre-retirement investing, income planning, goal-oriented planning, employee retirement and healthcare benefits, and lifestyle topics. Through coursework and examination, designees demonstrate their ability to guide clients through a pathway to retirement and beyond.
Chartered Financial Consultant® – ChFC®
The Chartered Financial Consultant® program is a practical skills-focused training program on financial planning – a whole life approach to wealth management including investing, retirement and estate planning. Earning the ChFC® designation can be used as a qualification toward earning the Certified Financial Planner designation. Professionals earning the ChFC® designation must complete coursework, examination and ethical standards.
Certified Plan Fiduciary Advisor – CPFA®
Those who have earned the Certified Plan Fiduciary Advisor designation have demonstrated the ability to manage employee retirement plans as a fiduciary, including 401(k) plans offered as benefits to employees by businesses and institutions. Coursework covers the fiduciary standard under ERISA regulations, plan creation and management practicalities, and working with service providers.
Certified Exit Planning Advisor – CEPA®
Focused on the specific financial planning needs of business owners, the Certified Exit Planning Advisor designation covers topics including business value creation, business expansion, leadership succession, post-deal planning and the personal wealth implications of business ownership. Applicants must complete coursework and an examination to earn the designation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.