DIRECTORY OF DESIGNATIONS
ADPA® – Accredited Domestic Partnership Advisor
Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners.
Additional Details: https://www.finra.org/investors/professional-designations/adpa
CDFA® – Certified Divorce Financial Analyst®
A CDFA® is an expert in the unique financial circumstances that surround a divorce. Areas of expertise include: Tax consequences of divorce agreements, the process of dividing and valuing property fairly, and modeling future values of retirement and pension funds.
Additional Details: https://www.institutedfa.com/about-cdfas/
CFA – Chartered Financial Analyst
The Chartered Financial Analyst (CFA) designation has become the most respected and recognized investment designation in the world. The CFA designation is given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute and who maintain a higher level of integrity by following CFA Institute’s Code of Ethics and Standards of Professional Conduct.
Code of Ethics and Standards: http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n6.1
Source & Additional Details: http://www.cfainstitute.org/programs/cfaprogram/Pages/index.aspx
CFP® – Certified Financial Planner™
Although many professionals may call themselves “financial planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.
Code of Ethics: http://www.cfp.net/for-cfp-professionals/professional-standards-enforcement/standards-of-professional-conduct/code-of-ethics-professional-responsibility
Source & Additional Details: http://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence
CPA – Certified Public Accountant
Certified Public Accountant (CPA) is the designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet a series of work experience requirements. The CPA designation ensures that the professional standards for the industry are enforced.
AICPA Code of Professional Conduct: http://www.aicpa.org/RESEARCH/STANDARDS/CODEOFCONDUCT/Pages/default.aspx
CRPS® - Chartered Retirement Plans Specialist℠
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. All designees have agreed to adhere to the Standards of Professional Conduct and are subject to a disciplinary process.
Source & Additional Details: http://www.cffpdesignations.com/Designation/CRPS
CWS® - Certified Wealth Strategist
The Certified Wealth Strategist designation provides Advisers with a unique industry perspective on how to better collaborate with their clients and their financial influencers.
Source and Additional Details: https://www.cannonfinancial.com/certified-wealth-strategist
MBA – Master of Business Administration
The Masters of Business Administration is a professional degree which covers various areas of business such as accounting, finance, marketing, human resources and operations in a manner most relevant to management analysis and strategy. Accreditation bodies specifically for MBA programs ensure consistency and quality of education.