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.
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 ASA– Accredited Senior Appraiser
A professional receiving an accreditation by the American Society of Appraisers as an Accredited Senior Appraiser (“ASA”) is recognized as having achieved the highest level of education, training, and report writing for business valuations. The ASA designation is the gold standard for a business valuation professional.
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CAP® – Chartered Advisor in Philanthropy®
A professional receiving an accreditation by The American College of Financial Services as a Chartered Advisor in Philanthropy® (CAP®) is recognized as having the knowledge and tools to help clients articulate and advance their highest aspirations for self, family and society through philanthropic tools. CAP® Advisors are members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come. Courses provide an insight into the process of philanthropic planning, including, but not limited to, tax, tools, and techniques.

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CDFA® – Certified Divorce Financial Analyst®
A CDFA® practitioner 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.
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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.
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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:
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CFS® – Certified Fund Specialist™
The CFS designation is the fourth-oldest designation in the U.S., meant to develop sophisticated knowledge of mutual funds, ETF and REITs, closed-end funds and similar investments, advanced fund analysis and selection, and asset allocation and portfolio construction.
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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:


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.
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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. 
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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.