Professional Designations

CFP<sup><span>®</span></sup> - Certified Financial Planner<sup><span>™</span></sup>

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.

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.

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.

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.

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