Credentials
Why designations matter
What does the “alphabet soup” after an advisor’s name mean? It means your advisor has taken the time to expand their education to better serve you and is committed to following higher standards of care.
CFP®
Held to a higher standard of excellence in planning.
- Acts with honesty, integrity, competence & diligence
- Acts in the client’s best interest
- Discloses and minimizes conflicts of interest
- Protects client privacy
- Stays current with continuing education
RICP®
A specialist in retirement income planning.
- Certified to build plans for someone at or near retirement
- Studied comprehensive retirement planning under top industry professionals and academics
AIF®
Accredited Investment fiduciary.
- Fiduciary standard of loyalty and care
- Acts in the client’s best interest
- Specialized training in fiduciary standards, legal and regulatory mandates
- Continuing education and code of ethics requirements
An investment in knowledge pays the best interest