Broker Check

Professional Designations

CFP - Certified Financial Planner

Organization:  Certified Financial Planner Board of Standards, Inc.

Requirements:  Minimum 5 years of personal financial planning experience.  Completion of CFP board registered program and certification exam.

Continuing Education:  30 hours every 2 years.

CPA - Certified Public Accountant

Organization:  The American Institute of Certified Public Accountants

Requirements:  Completion of accounting program at college/university.  Completion of Uniform CPA Examination.  Work experience in public accounting.

Continuing Education:  120 hours every three years.

PFS - Personal Financial Specialist

Organization:  American Institute of CPA's

Requirements:  CPA license and 75 hours of financial planning education.  Minimum of 2 years of personal financial experience.  Passing the certification exam.

Continuing Education:  120 hours every three years.

CFS - Certified Fund Specialist

Organization:  Institute of Business & Finance

Requirements:  CFS course and completion of certification exam.

Continuing Education:  15 hours per year.

AIF - Accredited Investment Fiduciary

Organization:  fi360

Requirements:  Minimum 2 years of personal financial planning experience.  Completion of certification exam.

Continuing Education:  Must accrue a minimum of six hours of continuing education annually.

The Investment Fiduciary Standard of Care applies to advisory services only.