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 AccountantsRequirements: 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'sRequirements: 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 & FinanceRequirements: CFS course and completion of certification exam.Continuing Education: 15 hours per year. AIF - Accredited Investment Fiduciary Organization: fi360Requirements: 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.