- What Is a Certified Financial Education Instructor (CFEI)?
A certified financial education instructor (CFEI) is a professional who has completed specialized training to teach essential money management skills to diverse audiences. This designation is awarded to individuals who demonstrate a strong understanding of personal finance topics and the ability to effectively educate others through proven teaching methods. By earning a CFEI certification, instructors… read more…
- What Is a Certified Exit Planning Advisor (CEPA)?
If you’re a business owner, you’ll most likely be facing many complicated decisions when it comes time to retire. After all, selling a business is a major life event. To help you navigate this complex transition, consider consulting a certified exit planning… read more…
- Accredited Wealth Management Advisor (AWMA)
An Accredited Wealth Management Advisor is a wealth manager specializing in high-net worth clients. It’s a designation bestowed upon experienced advisors working with high-net-worth clients. Also, it’s or for advisors with broad financial knowledge who wish to specialize in high-net-worth… read more…
- What Is the Series 53 Exam and License?
An investment professional who supervises municipal securities trading for a securities firm or bank dealer needs a Series 53 license. The Series 53 exam, also called the Municipal Securities Principal Qualification Examination, evaluates the knowledge and expertise of a municipal… read more…
- What Is a Certified Fund Specialist (CFS)?
A certified fund specialist (CFS) is a financial services professional who has acquired advanced expertise in choosing and managing mutual funds. The certification is typically obtained by those already working in the financial industry, including accountants, investment bankers, brokers, money managers and certified financial planners. Learn more about the qualifications for earning a CFS credential… read more…
- What Is a Certified Medicaid Planner (CMP)?
A Certified Medicaid Planner (CMP) is a specialized professional who helps individuals and families understand the complex rules and requirements of Medicaid, particularly when it comes to long-term care and asset protection. As the costs of healthcare and elder care continue to rise, many people are concerned about how to qualify for Medicaid benefits without… read more…
- The Series 9/10 Exam and License
The Series 9 and Series 10 exams assess the attributes a general securities sales supervisor needs for their job. They are administered by the Financial Industry Regulatory Authority (FINRA). They’re also prerequisites for becoming a brokerage branch manager. Here’s how… read more…
- What Is an Accredited Estate Planner?
The Accredited Estate Planner designation is a professional credential for individuals who specialize in estate planning services. You might work with someone who holds an AEP® designation if you need help creating or fine-tuning an estate plan or a succession plan… read more…
- What is a Chartered Advisor in Philanthropy (CAP)?
If giving back is part of your financial plan, you may consider working with a chartered advisor in philanthropy (CAP). A CAP has the necessary knowledge and expertise to help you createa plan for philanthropic giving. Here’s a closer look… read more…
- What Does a Chartered Market Technician (CMT) Do?
Do you ever wonder who’s behind the trading desk, helping your financial firm find the best investment mix? In many cases, you’ll find a Chartered Market Technician (CMT). Read on to discover how CMTs achieve their designation and how they play… read more…
- What Is a Certified Wealth Strategist (CWS)?
A Certified Wealth Strategist (CWS) is a professional who has attained a higher level of education and training in financial planning. As the name suggests, they specialize in working with high net-worth clients—typically those who have at least $1 million in liquid assets. But the expertise of a Certified Wealth Strategist goes beyond just offering… read more…
- What Is a Qualified Plan Financial Consultant (QPFC)?
Need help planning for retirement? Partnering with a Qualified Plan Financial Consultant (QPFC) can help you find the answers you seek. Since QPFCs have extensive retirement planning training, they can help guide you through the process. Read on to discover… read more…
- What Is an Accredited Financial Counselor (AFC)?
Accredited Financial Counselor (AFC) is one of many certifications and designations that financial professionals can earn. The AFC indicates that a professional values sound financial principles and is trained to teach people their worth. Here’s what it takes to get this designation, how it differs from other popular designations and which clients it serves best.… read more…
- What Is a Certified Plan Fiduciary Advisor (CPFA)?
If you’re overwhelmed by retirement planning, it’s wise to partner with an expert who puts your interests first. Working with a financial professional like a Certified Plan Fiduciary Advisor (CPFA) can help you to find resources you’ll need when planning… read more…
- What Is a Certified Private Wealth Advisor (CPWA)?
High net-worth individuals and families are often faced with many complex financial decisions. There are financial professionals who have specific certifications in these financial concerns, though. One of the most prominent among financial advisors is certified private wealth advisor, or… read more…
- Series 3: Definition and Exam Information
The Series 3, also known as the National Commodities Futures Examination, is a licensing exam for financial professionals who wish to sell commodity futures contracts. The Series 3 allows a financial professional to sell both commodity futures contracts and options… read more…
- Series 79: Investment Banking Representative Exam
The Series 79 exam, also known as the Investment Banking Representative Exam, is taken by many financial professionals, including investment bankers. Those who pass the exam ability can advise clients about debt and equity offerings, mergers and acquisitions, tender offers,… read more…
- What Is a Certified Financial Transitionist (CeFT)?
A Certified Financial Transitionist (CeFT) is trained to help clients navigate through major life events and the financial transitions that accompany them. The CeFT is the industry’s first designation specifically geared toward financial change and transition. The certification is offered… read more…
- All About Certified Exit Planners (CExP)
A certified exit planner (CExP) can help even young business owners start planning for their eventual departure from the firm they helped grow. It can be a difficult process and many business owners, still hard at work, may feel it’s… read more…
- What Is a Certified Kingdom Advisor (CKA)?
For many people, investing isn’t just about smart financial decisions. They also want to allocate their resources in a way that is consistent with their personal values or religious principles. Many may prefer financial advice from a professional who shares… read more…
- What Is a Certified Retirement Counselor (CRC)?
A financial advisor can help you create a retirement plan that reflects your needs, goals and desired lifestyle. An advisor who is a certified retirement counselor (CRC) can bring valuable expertise and knowledge to the table. Financial advisors with this certification are experts in retirement planning and retirement income management, among other related areas. If you… read more…
- What Is a Chartered Retirement Planning Counselor (CRPC)?
The chartered retirement planning counselor (CRPC) designation distinguishes financial advisors and other retirement professionals as experts in helping clients prepare for retirement. To become a CRPC, these individuals must meet several qualifications, undergo hours of training and take an examination. Once a… read more…
- What Is a Chartered Federal Employee Benefits Consultant (ChFEBC)?
If you are a federal employee, you may want to work with a Chartered Federal Employee Benefits Consultant (ChFEBC) to help you address your financial concerns. ChFEBCs are financial professionals that are knowledgeable of changes to federal benefits and associated programs. They also have extensive knowledge about FERS, CSRS, and special provisions. A financial advisor… read more…
- What Is a Certified Fixed Income Practitioner (CFIP)?
The Certified Fixed Income Practitioner designation indicates expertise in all things regarding fixed-income securities. If you are a financial professional. who wants to help people invest in bonds and other somewhat sheltered assets, this can further your career. The CFIP… read more…
- Chartered Alternative Investment Analyst (CAIA)
More than half of Americans have invested in a stock-related fund. Most invest through their retirement accounts, often with little direction beyond selecting a 401(k) fund. But stocks are just one way to grow your money. Many investors are exploring… read more…