Certified Financial Planner
Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered
CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete
CFP Board’s initial and ongoing
certification requirements. |
Accredited Investment Fiduciary Analyst™ designees
are the few people in the country with knowledge in
both a prudent investment process and assessment principles,
qualifications that are becoming increasingly desired
and demanded by both the industry and regulators.
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Accredited Investment Fiduciary®
(AIF®) designees have a reputation in the industry
for the ability to implement a prudent process into their
own investment practices as well as being able to assist
others in implementing proper policies and procedures. |
The Professional Plan Consultant™ designation
signifies a commitment to education and service excellence
in the qualified plan industry.
PPC Designees have completed ERISA-based training and
have the knowledge AND tools to help plan sponsors implement
a prudent process that can potentially reduce their
fiduciary liabilty.
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