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CERTIFIED FINANCIAL PLANNER™ (CFP®)A CFP® is a certification mark owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
CERTIFIED RETIREMENT COUNSELOR, CRC™ DesigneeInFRE, International Foundation for Retirement Education certification, focused on both retirement accumulation and distribution planning needs, reflecting professional competency, credibility and high ethical standards. CRC was created to advance recognition among retirement planning professionals.
ACCREDITED INVESTMENT FIDUCIARY™ DesigneeSimply put, the term "fiduciary" applies to the more than five million individuals who have the legal responsibility for managing someone else's money. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their duties and responsibilities.
An AIF® designee has acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.