What Do These Accreditations Mean?

CFP® - CERTIFIED FINANCIAL PLANNERTM
What is it?
A Financial Advisor with a CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial services industry. To earn the CFP® certification, a Financial Advisor has met rigorous education, examination, experience and ethics requirements.

ADPA® ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM
What is it?
The Accredited Domestic Partnership AdvisorSM or ADPA® professional education program is the first and only financial education program specifically focused on the unique needs of domestic partners (lesbian, gay, bisexual, and transgender (LGBT) individuals and heterosexual couples who have chosen not to marry.

CDFA® - CERTIFIED DIVORCE FINANCIAL ANALYST
What is it?
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future based upon certain assumptions. Through the real cost of divorce and develop a realistic picture of their financial situation as they transition to a new lifestyle.

CRPC® - CHARTERED RETIREMENT PLANNING COUNSELORSM
What is it?
CRPC® is a professional designation awarded by the College for Financial Planning to individuals who complete a graduate-level study program and examination for retirement planning. Once awarded, CRPC® professionals must complete 16 hours of continuing education every two years. CRPC® is one of the most widely recognized retirement planning credentials.

REGISTRATIONS: SERIES 7 & 66
What are they?
Series 7, 66 are examinations offered by FINRA (Financial Industry Regulatory Authority). The Series 7 Examination is the General Securities Representative Qualification Examination. The Series 66 examination is combination of the Series 63 examination, a securities license entitling the holder to solicit orders for any type of security in a particular state and the Series 65 examination, which is required to be an Investment Adviser.

Disclosures: Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.