Certified Financial Planner™ (CFP®): CFPs can offer comprehensive financial planning, including in areas like retirement, taxes and insurance.
Chartered financial analyst (CFA): CFAs tend to be focused on areas like investment management and portfolio analysis.
Certified public accountant (CPA): The expertise of CPAs lies in tax planning and accounting services.
Personal financial specialist (PFS): This designation refers to CPAs who also specialize in comprehensive financial planning.
Chartered retirement planning counselor (CRPC): The CRPC certification denotes a focus on retirement planning.
Accredited estate planner (AEP): AEPs specializes in estate planning and wealth transfer.
Certified divorce financial analyst (CDFA): A CDFA has expertise in financial issues related to divorce.
Chartered life underwriter (CLU): An advisor with the CLU certification specializes in life insurance and estate planning.