Learn About Our Letters

Our list of designations doubles the number of team members we have. We didn’t do it for the titles – we did this because we care about keeping up with this ever-evolving industry and helping you be a good steward of your wealth. 


AIF®

Accredited Investment Fiduciary® 


Given by:  

Center for Fiduciary Studies


Requirements:

  • Online coursework and capstone program to be completed over 90 days
  • Closed-book, proctored final exam 
  • Six hours of continuing education every year


Walk Away With:

The AIF® program provides detailed instruction on how to comply with the fiduciary standards of care. Professional certification demonstrates that an advisor understands the principles, standards of conduct, and process of carrying out fiduciary duties.

CFP®

CERTIFIED FINANCIAL PLANNER™ Professional  


Given by: 

Certified Financial Planner Board of Standards, Inc. 


Requirements:

  • Complete hundreds of hours of coursework through university-level coursework at college or CFP Board Registered Program
  • 8-hour comprehensive closed-book proctored exam
  • 30 hours of continuing education every two years
  • Prerequisite of 6,000 hours of professional experience related to the financial planning process


Walk Away With: 

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. CFP® professionals maintain a specialized knowledge in pre and post-retirement planning, principles of investments, income taxation, risk mitigation through insurance, estate planning strategies, and more. 

RICP®

Retirement Income Certified Professional®


Given by: 

The American College of Financial Services


Requirements:

  • Online coursework 
  • Closed-book, proctored final exam 
  • 30 hours of continuing education every two years
  • Prerequisite of three years of relevant professional experience


Walk Away With:

Professional certification demonstrating that an advisor specializes in retirement income planning. Once qualified, RICPs advise retirees and near-retirees as to the best way to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely. 

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