Certified Investment Management Analyst® (CIMA®)
The CIMA® designation is the only credential designed exclusively for financial professionals who want to attain a level of competency as an advanced investment advisor or consultant, and it is the only financial services credential in the United States to meet an international standard for personnel certification.
Registered Life Planner® (RLP®)
This designation focuses on financial life planning, a method which upholds the idea that advisors must first learn a client’s most essential goals in life before formulating a plan to make sure the client’s finances fully support those goals. The RLP® designation is taught and awarded by the Kinder Institute in Massachusetts.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Those that hold a CERTIFIED FINANCIAL PLANNER™ designation have demonstrated competency in every area of financial planning. This designation covers more than 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning. Besides passing the CFP® certification exam, candidates also complete work experience and agree to uphold the board’s code of ethics, financial planning standards and professional responsibility.
Retirement Management Analyst® (RMA®)
The RMA designation is an advanced certification that focuses on creating custom retirement income plans to reduce clients’ risks and to master the process of retirement planning advisory while working within an increasingly regulatory environment. Through the RMA program, offered by the Investments & Wealth Institute™, advisors have access to tools, techniques and methodologies designed to further their skills.
Certified Private Wealth Advisor® (CPWA®)
The Certified Private Wealth Advisor® designation is an advanced certification created solely for wealth managers who work with affluent clients, focusing on wealth accumulation, preservation, and distribution. Candidates who earn the certification are able to develop specific strategies to minimize taxes, maximize growth, monetize and protect assets, and transfer wealth.