chartered wealth manager accredited financial analyst financial planner ISO 9001 CHEQS 

AFA Accredited Financial Analyst - Financial Planner Certified Chartered Certifications ™

 
 Reference to FINRA Certification Guide & Standards

CWM Chartered Wealth Manager ®

https://www.finra.org/investors/professional-designations/cwm 

CAM Chartered Asset Manager

https://www.finra.org/investors/professional-designations/cam

CTEP Chartered Trust and Estate Planner ®

https://www.finra.org/investors/professional-designations/ctep

RFS Registered Financial Specialist

https://www.finra.org/investors/professional-designations/rfs

CMA Chartered Market Analyst

https://www.finra.org/investors/professional-designations/ctep

FAD Financial Analyst Designate

https://www.finra.org/investors/professional-designations/cma-or-fad

CPM Chartered Portfolio Manager

https://www.finra.org/investors/professional-designations/cpm

MFP Master Financial Planner®

https://www.finra.org/investors/professional-designations/mfp

US Goverment Department of Labor Financial Analysts

http://www.bls.gov/ooh/business-and-financial/financial-analysts.htm#tab-9 

US Government Department of Labor Financial Advisors

http://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-9

US Department of Labor - Securities Commodities

http://www.bls.gov/ooh/sales/securities-commodities-and-financial-services-sales-agents.htm#tab-9

IP/Rights Global