| AAMS |
Accredited Asset Management Specialist |
College
for Financial Planning |
| AEP |
Accredited Estate Planner |
National
Association of Estate Planners and Councils |
| CEBSŪ |
Certified Employee Benefit Specialist |
International
Society of Certified Employee Benefit Specialists |
| CEP |
Certified Estate Planner |
National
Institute for Excellence in Professional Education |
| CFC |
Certified Financial Consultant |
Institute
of Financial Consultants |
| CFP |
Certified Financial Planner |
Certified
Financial Planner Board of Standards |
| CFA |
Chartered Financial Analyst |
Association
for Investment Management and Research |
| ChFC |
Chartered Financial Consultant |
The
American College |
| CIC |
Certified Investment Counselor |
Association
for Investment Management and Research |
| CIMA |
Certified Investment Management Analyst |
Investment
Management Consultants Association |
| CIMC |
Certified Investment Management Consultant |
Investment
Management Consultants Association |
| CLF |
Chartered Leadership Fellow |
The
American College |
| CLU |
Chartered Life Underwriter |
The
American College |
| CPA |
Certified Public Accountant |
American
Institute of Certified Public Accountants |
|
JD (licensed) |
Juris Doctorate degree with a license to practice
law |
American
Bar Association |
| LUTCF |
Life Underwriter Training Council Fellow |
The
American College |
|
MSFS |
Master of Science in Financial Services |
The
American College |
|
REBC |
Registered Employee Benefits Consultant |
The
American College |
| RFC |
Registered Financial Consultant |
International
Association of Registered Financial Consultants |
|
RHU |
Registered Health Underwriter |
The
American College |
| RIA |
Registered Investment Advisor |
Securities
& Exchange Commission or state agency |
