Professional Designations and Certifications

Accredited Wealth Management Advisor™ and AWMA™
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Certified Estate Planner™ (CEP ®) and Master Certified Estate Planner™ (MCEP ®)
The CEP® (CERTIFIED ESTATE PLANNER™) and MCEP® (MASTER CERTIFIED ESTATE PLANNER™) are trademarks registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. These certification marks are awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.

CERTIFIED FINANCIAL PLANNER^TM  and CFP®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certificate in Investment Performance Measurement™ and CIPM®
CIPM is a registered trademark owned by CFA Institute.

Certified Investment Management Analyst® and CIMA®
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

Certified Private Wealth Advisor® and CPWA®
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

Certified Senior Advisor (CSA)®
Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.

Chartered Financial Analyst® and CFA®
The Chartered Financial Analyst® (CFA®) Charter is a designation granted by CFA Institute to individuals who have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience. Registered marks are the property of CFA Institute.