Our Designations

Certified Investment Management Analyst (CIMA®)

The designation Certified Investment Management Analyst (CIMA®) is the professional hallmark in the investment field, and is bestowed by The Investment Management Consultants Association (IMCA). The CIMA® designation identifies a Financial Consultant who can help the Client establish and obtain realistic financial objectives. The CIMA® professional provides objective investment advice and guidance to both individuals and institutions. The CIMA® designation indicates that the recipient has integrated a complex body of investment knowledge and applies it systematically and ethically to specific clients’ needs. The CIMA® designation indicates that the holder has mastered Legal and Regulatory Environment, Investment Policy, Appropriate Asset Allocation, Risk Management, Determining Return on a Portfolio, IMCA’s Performance Reporting Standards, Performance Measurement and Attribution, International Financial Markets, Alternate Investment Structures, and Tax Efficiency, and applies them ethically.

 

Certified Financial Planner (CFP®)


The Certified Financial Planner (CFP®) designation is bestowed upon a Financial Professional who has fulfilled the certification and relicensing requirements of the CFP® Board. Education requirements include the Financial Planning Process, Tax Planning, Employee Benefits, Retirement Planning, Estate Planning, Investment Management, and Insurance. Series 65 is subsumed under the CFP™ designation.

 

Chartered Retirement Planning Counselor (CRPC®)

This CRPC® program focuses on the pre- and post-retirement needs of Clients. These needs include the Retirement Planning Process, Identifying Sources of Retirement Income, Meeting Multiple Financial Goals, Individual Deferred Compensation, Employer-Sponsored Plans, Planning for Incapacity, Disability, and Long-Term Care, When to Retire, and Investment, Cash Flow, and Distribution Strategies During Retirement.



Wells Fargo Advisors does not provide tax or legal advice.  Please consult with your tax or legal professional concerning your particular situation.