Having a “financial mind” is more than just lip service — we back it up with advanced training and continuing education in our areas of focus. Learn more about the meaning of the letters behind our names and how this training helps us deliver an exceptional client experience.
Given by:
- Investments & Wealth Institute
Requirements:
- In-class program through qualifying university
- Qualification/certification exams
- 40 hours of continuing education every two years
Value:
- CIMA® professionals gain technical and advanced competency in investment consultant and portfolio construction.
Our team member with this designation:
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Given by:
- Certified Financial Planner Board of Standards
Requirements:
- Met rigorous professional standards
- Completed extensive training and experience requirements
- Agreed to adhere to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when serving clients
Value:
- CFP® professionals understand the complex world of constantly changing financial conditions and how to make recommendations in your best interest.
Our team members with this designation:
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Given by:
- The American College of Financial Services®
Requirements:
- Three college-level courses (60-80 hours)
- Completion of final exams for each course
Value:
- RICP® professionals receive advanced level of training in 18 subjects relating to retirement, including Social Security, Medicare, estate planning, life and long-term care insurance, and retirement income planning/portfolio design.
Our team member with this designation:
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Given by:
- College for Financial Planning
Requirements:
- Self-study coursework
- Final designation exam
- 16 hours of continuing education every two years
Value:
- AAMS® professionals gain a strong fundamental knowledge of asset management and investments through a comprehensive lens.
Our team member with this designation:
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Specialized skills can often serve as value-add in your financial advisor.
Contact us to learn which of our team members is the best fit for your unique situation.