Certified Investment Managment Analyst®, CIMA®
The CIMA®certification signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To obtain the CIMA®certification, candidates must pass a Qualification Examination, successfully complete a classroom education program provided by The Wharton School of Business and the University of Pennsylvania, pass a Certification Examination, and have an acceptable regulatory history as evidenced by FINRA form U-4 or other regulatory requirements CIMA®designees are required to adhere to IMCA's Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA®designees must complete sufficient continuing education every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA).
CERTIFIED FINANCIAL PLANNER®, CFP®
Candidates must pass a CFP-board registered program or hold one of seven advanced degrees, designations or professional licenses and pass the CFP exam. Prerequisites include a bachelor's degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. Thirty hours of continuing education must be completed every two years. Areas of study include insurance and estate planning, employee benefit and tax planning, as well as investment and retirement planning. CFP practitioners are also subject to strict adherence to the CFP Board's Financial Planning Practice Standards and Professional Code of Ethics and Responsibility.
Certified Private Wealth Advisor®, CPWA®
The CPWA® mark identifies those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at the University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA's Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.
Chartered Retirement Planning CounselorSM, CRPC®
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Wells Fargo Advisors - Premier Advisor
Carolyn Porter - 2022
Michael Nunno - 2022
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Wells Fargo Advisors is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.