Certified Financial Planner (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.
Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.