Accredited Portfolio Management Advisor (APMA)
The Accredited Portfolio Management AdvisorSM, or APMA® program, is a designation program for financial professionals. The program educates advisors on the finer points of portfolio creation, augmentation, and maintenance. Students will gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions.
Behavioral Financial Advisor (BFA)
Using an integrated approach founded on self-awareness, this designation demonstrates how traditional finance practices are influenced by psychology and neuroscience. The Behavioral Financial Advice program improves emotional competency and decision-making behavior to increase effective usage of the financial plan.
Certified Financial Planner (CFP)
Certified financial planners are licensed by the CFP Board to use the CFP mark.
CFP certification requirements are:
(a) Completion of the financial planning education requirements set by the CFP Board (www.cfp.net).
(b) Attain a bachelor’s degree from a regionally accredited United States college or university.
(c) Pass the comprehensive CFP Certification Exam.
(d) Complete at least three years of full-time financial planning-related experience or the equivalent.
(e) Successfully pass the Candidate Fitness Standards and background check and agree to be bound by the CFP Board’s Standards of Professional Conduct.
(f) Complete thirty hours of continuing education every two years.
Chartered Financial Consultant (ChFC)
The American college of Financial Services is the issuing organization for Chartered Financial Consultants. As prerequisites, Candidates must have (i) three years of full-time business experience within the five years preceding the awarding of the designation; and (ii)a high school diploma or the equivalent. Candidates must also complete eight online self-study courses and pass a closed book, proctored final course exam. In order to maintain their ChFC designation, Chartered Financial Consultants must complete 30 hours of continuing education requirements every two years including one hour of ethics CE.
Certified Kingdom Advisor (CKA)
All candidates must sign a “Statement of Faith,” obtain a letter of reference from a pastor or member of pastoral staff, a signed statement of personal stewardship and two client references.
Additional prerequisites vary by discipline:
- Accountant: CPA, EA
- Attorney: JD
- Financial Planner: CFP, ChFC or CPA/PFS designation or have 10 years of full-time financial-planning experience.
- Insurance Professional: CLU or 10 years of full-time experience practicing with clients in this discipline
- Investment Professional: CFP, ChFC, CPA/PFS, CFA, CIMA, AAMS designation or have 10 years of full-time experience practicing with clients in this discipline.
Certified Long-Term Care (CLTC)
The CLTC Board of Standards, Inc. is the issuing organization for Certified Long-Term Care designations. Candidates must complete a two-day class or online course and pass a final course exam. In order to maintain their designation, CLTC’s must complete one course every two years.
Chartered Retirement Planning Counselor (CRPC)
The Chartered Retirement Planning CounselorSM, or CRPC® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.