Learn More About Common Credentials

Select a credential below to learn more about education, experience, ethics, and enforcement.

AEP^® (Accredited Estate Planner^®)

CAP^® (Chartered Advisor in Philanthropy^®)

CASL^® (Chartered Advisor for Senior Living^®)

CEBS (Certified Employee Benefits Specialist)

CFA (Chartered Financial Analyst)

CFP^® Certification (Certified Financial Planner™)

ChFC^® (Chartered Financial Consultant^®)

ChHC™ (Chartered Healthcare Consultant™)

CIMA^® Certification (Certified Investment Management Analyst^SM)

CLF^® (Chartered Leadership Fellow^®)

CLU^® (Chartered Life Underwriter^®)

CPA (Certified Public Accountant)

CPCU^® (Chartered Property Casualty Underwriter)

FSS (Financial Services Specialist)

LUTCF (Life Underwriter Training Council Fellow)

PFS (Personal Financial Specialist)

REBC^® (Registered Employee Benefits Consultant^®)

RHU^® (Registered Health Underwriter^®)

RICP^® (Retirement Income Certified Professional^®)

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