How our credentials influence your experience
We believe that true skill in managing our clients' financial affairs requires a profound commitment. To demonstrate this dedication, we continually invest time in expanding our expertise in specialized areas of wealth management. This ongoing pursuit of knowledge ensures that we can provide a quality experience for our clients, enhancing their overall satisfaction.
Certified Financial Planner® (CFP®)
Financial professionals who have received certification from the CFP Board have gone above and beyond to showcase their professionalism. They have completed the rigorous CFP®) certification process, which includes comprehensive education, a challenging examination, relevant experience and strict ethical requirements.
These requirements, also referred to as “the four E’s,” offer insight into why the financial planning practitioner you select should display the CFP® certification marks.
- Education – comprehensive, ongoing acumen building
- Examination – rigorous testing on topics across financial planning
- Experience – a minimum of three years advisory experience
- Ethics – commitment to a strict code of professional conduct
Chartered Financial Analyst® (CFA®)
Those who are CFA® charterholders are better equipped with real-world skills in investment analysis – giving clients access to higher standards of portfolio management and wealth planning. CFA credential holders are also held to high ethical standards by the CFA Institute centered around the trust that an advisor will act in each client’s best interests.
Certified Investment Management Analyst™ (CIMA®)
The CIMA® designation is a step to help ensure an advisor is properly equipped to meet the sophisticated needs of their clients and capable of helping them navigate the intricacies of financial planning. CIMA® professionals hone their investment knowledge and skills, empowering them to provide higher-quality advice on portfolio construction, risk management and sophisticated investment strategies.
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
