Meaning Behind the Letters

Each of the team members at The Burke Rynkar Puglia Group has a special set of letters behind their names – these are certifications that we earned of our own volition in order to keep our training fresh and continue to advance our education in our field.

Click on each tab to learn more about what each set of letters means.

Chartered Retirement Planning Counselor

Given by:

  • College for Financial Planning

Requirements:

  • Self-study program
  • Completion of final online exam
  • 16 hours of continuing education every two years

Walk Away With:

  • Specialized skills for helping individuals plan their “road map to retirement”: focus on pre- and post-retirement needs, as well as issues related to asset management and estate planning strategies

Certified Investment Management Analyst®

Given by:

  • Investments & Wealth Institute

Requirements:

  • In-class program through qualifying university
  • Qualification/certification exams
  • 40 hours of continuing education every two years

Walk Away With:

  • Technical and advanced portfolio construction training

Accredited Asset Management Specialist℠

Given by:

  • College for Financial Planning

Requirements:

  • Self-study program
  • Completion of final online exam
  • 16 hours of continuing education every two years

Walk Away With:

  • Advanced training in topics such as asset management, policy and change, risk and return, investment performance, asset allocation and selection, investment strategies, and taxation of investment products

CERTIFIED FINANCIAL PLANNER™ Professional

Given by:

  • Certified Financial Planner Board of Standards

Requirements:

  • Hundreds of hours of coursework
  • 10-hour comprehensive exam
  • 30 hours of continuing education every two years
  • Prerequisite of three years of experience in financial planning

Walk Away With:

  • Specialized knowledge in retirement planning, estate planning strategies, income taxation, principles of investments, planning for insurance needs, and more

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MN, MO, NC, NE, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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