About the designations

The letters and abbreviations by many of our financial consultants' names note the professional designations and licenses they've worked hard to earn. These designations represent their expertise and help them better serve you. See below a brief description of what some of these designations mean.

 

AWMA® - Accredited Wealth Management Advisor

Professionals with this designation are experienced consultants who work with clients to help them make the most of opportunities to preserve, grow, and transfer their wealth

CAP® - Chartered Advisor in Philanthropy 

This designation helps a financial consultant work with organizations and individuals to help them create a plan for philanthropic or charitable giving.

CASL® - Chartered Advisor in Senior Living

A CASL® professional is a financial services expert educated to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth.

CEPA® - Certified Exit Planning Advisor

Professionals with this designation want to effectively engage with business owners. Exit planning can help business owners build value in their company, have strong personal financial plans, and align their personal goals with their business.

CFP® - Certified Financial Planner

Financial planners provide holistic advice to guide clients through all aspects of their finances and help them maximize their potential for meeting their financial goals.

CGPA® - Certified Gift Planning Associate

Professionals who practice the art and science of charitable gift planning.

ChFC® - Chartered Financial Consultant

ChFC® covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more.

CLTC® - Certified Long-Term Care

A professional with a CLTC® designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road.

CLU® - Chartered Life Underwriter

A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of life insurance.

CRPS® - Chartered Retirement Plans Specialist

Experienced advisors who are focused on employer retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans.

CSA® - Certified Senior Advisor

The Certified Senior Advisor (CSA)® is the leading certification for professionals serving older adults, and is a designation awarded to qualified individuals.

CTFA® - Certified Trust and Fiduciary Advisor

The CTFA® certification demonstrates expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.

HIA® - Health Insurance Associate

Professionals who have achieved a thorough knowledge of all aspects of health insurance.

LUTCF® - Life Underwriter Training Council Fellow

Financial planning professionals and insurance agents with the background and knowledge necessary that focus on fundamental prospecting, selling, and practice management skills, as well as working knowledge of the four practice specialties.

REBC® - Registered Employee Benefits Consultant

The Registered Employee Benefits Consultant® designation includes practical knowledge on pensions and retirement plan funding, installation and administration.

RICP® - Retirement Income Certified Professional

The purpose of retirement financial planner is to help individuals who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face.