Expertise & Certifications

The benefits of working with a CERTIFIED FINANCIAL PLANNERTM professional

Through its education, standard setting, and advocacy programs, The CFP® Board sets the benchmark by which to measure the knowledge, integrity and professionalism of a financial planner. When you work with a CERTIFIED FINANCIAL PLANNERTM professional you benefit from. Learn more>>

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

What does CIMA® Certification mean for you?

It means that when you work with a CIMA® professional, you're getting the expertise of someone who has voluntarily committed to attaining competence as an advanced investment advisor or consultant. What's more, CIMA® professionals offer the skills and strategies to guide you through complex financial challenges.

CIMA® certification contributes to the integrity, competence and knowledge of investment and wealth management professionals. Learn more>>

The benefits of working with a CPWA® professional

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated clients through the life cycle of wealth: accumulation, preservation and distribution. The CPWA® certification program teaches advisors how to identify and analyze the challenges you face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth, according to your goals and objectives

All CPWA® professionals must adhere to the IMCA Code of Professional Responsibility. Learn more>>