Disclosures

The Accredited Investment Fiduciary® (AIF®) designation is granted by fi360, formerly known as the Center for Fiduciary Studies. Those who earn the AIF® mark, successfully complete a specialized program on investment fiduciary standards of care, pass a comprehensive examination and attest to a Code of Ethics.

Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.

Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor's degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.

The Certified Public Accountant (CPA) is the statutory title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements. Certification is administered by each state.

The Master of Business Administration (MBA) is a graduate level degree providing theoretical and practical training for business or investment management.

Certified Private Wealth Advisor® (CPWA®) is an advanced certification for advisors serving high net worth clients. It is issued by the Investment & Weath Institute™ and is designed for experienced financial professionals with clients who have a net worth of more $5 million. Prerequisite requirements include the following: (1) bachelor’s degree from an accredited institution or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA, (2) satisfactory record of ethical conduct, and (3) five years of professional client-centered experience in financial services or related industry. Education requirements include: (1) six-month pre-study educational component, and (2) in-class program at The University of Chicago Booth School of Business, or online program through Yale School of Management. Continuing education requirement includes 40 hours every two years. More information about the designation can be found at www.investmentsandwealth.org.

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