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Member Credentials
  • Accredited Estate Planner (AEP®) specializes in estate planning.  Credential obtained in addition to already recognized professional credentials within the various disciplines of estate planning who support the team concept of estate planning.

  • Chartered Advisor for Senior Living (CASL®) specializes in serving clients who are or who will soon be retired.
  • Certified Employee Benefit Specialist (CEBS®) specializes in all aspects of employee benefit package development to help individuals develop a comprehensive understanding of employee benefit principles and concepts.
  • Certified Pension Consultant (CPC) works with employers in the formulation, implementation, administration, and maintenance of qualified retirement plans and other employee benefits programs.
  • Chartered Financial Analyst (CFA): This postgraduate-level credential is awarded only to a small percentage of investment specialists, including money managers, securities analysts, and investment advisors. Basic entrance requirements include having a U.S. Bachelor's (or equivalent) degree or four years of qualified, professional work experience. To earn the CFA charter, candidates must sequentially pass three six-hour examinations. On average, CFA candidates take four years to pass the three required examinations. The examinations cover ethical and professional standards, securities analysis and valuation, financial statement analysis, quantitative methods, economics, corporate finance, portfolio management and performance measurement. CFA Institute recommends at least 250 hours of study per exam.
  • Certified Financial Planner™ (CFP®) specializes in financial planning, including investments, estate, tax and retirement planning.
  • Chartered Financial Consultant (ChFC®) provides assistance with comprehensive financial and business planning, including creating and conserving wealth, retirement and income tax planning as well as estate, gift and trust taxation.
  • Chartered Leadership Fellow (CLF®) specializes in leadership, interpersonal relationships, management and organization.
  • Chartered Life Underwriter (CLU®) has expertise in annuities, life, disability and long-term care insurance, financial, estate, retirement, business and employee benefit planning including pensions and group benefits.
  • Chartered Property and Casualty Underwriter (CPCU®) provides assistance with and has expertise in property and casualty insurance.
  • Certified Investment Management Analyst (CIMA®) specializes in financial planning, including investments, estate, tax and retirement planning. Professionals provide objective investment advice and guidance to both individuals and institutions.
  • Certified Public Accountant (CPA) has expertise in tax planning for individuals and business.
  • Certified Trust and Financial Advisor (CTFA) is held by professionals whose primary function is to provide fiduciary services related to trusts, estates, individual asset management accounts and guardianships. Candidates for the CTFA certification examination must have a minimum of three years personal trust experience, and up to 10 years if they do not hold a bachelor's degree; present a letter of recommendation from their manager attesting to their qualifications; and sign the Institute of Certified Bankers' Professional Code of Ethics statement. Upon achieving certification status, CTFAs must complete 45 hours of continuing education credits every three years.
  • Enrolled Actuary has proven pension analytical skills and is qualified to provide actuarial and consulting services for all retirement plan types.
  • Juris Doctor (JD) Attorneys who can handle the legal aspects of financial, tax and other matters.
  • Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD) from accredited colleges and universities.
  • Registered Employee Benefits Consultant (REBC®) provides help with group benefits, managed care and other health insurance issues, retirement planning, executive compensation and personnel management.
  • Retirement Income Certified Professional (RICP®) - has expertise in the retirement income planning field.
  • Registered Health Underwriter (RHU®)
NOTE: Not all our members have elected to participate in our online referral service. If you cannot find the adviser you are looking for using our online search, contact us by telephone (888-243-2258) or email us at Detailed instructions appear below.


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