Affiliations

The Certified Financial Planner (CFP®) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, candidates must meet stringent education, examination, experience and ethics requirements.

As an authorized, practicing Certified Financial Planners (CFP®), we meet all of the rigorous initial and ongoing competency requirements.

The Financial Planning Association® (FPA®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. Based in Denver, Colo., FPA has more than 100 chapters throughout the United States representing more than 28,500 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process.

Accredited Investment Fiduciary (AIF®)

AIF® is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility, and is a credential awarded by the Center for Fiduciary Standards. AIF® designees have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Designees must be able to
understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process applying the principals of Modern Portfolio Theory, document all due diligence and treat clients with the utmost prudence and care. An AIF designee has attended the required AIF® classroom-based programs, successfully completed the AIF examination and met the education and work experience prerequisites.

Continuing education is required.

Accredited Investment
Fiduciary Auditor (AIFA®)

AIFA® is a credential awarded by the Center for Fiduciary Standards. AIFA® designees have the knowledge necessary to understand and implement a prudent investment process for Investment Stewards and Investment Managers and can perform a fiduciary assessment to verify and certify an entities conformity to a “global fiduciary standard of excellence.” An AIFA designee has attended the required AIFA® classroom-based programs, successfully completed the AIFA examination and met the education and work experience prerequisites.

Continuing education is required.