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What
is an Accredited Financial Counselor (AFC)? Accredited Financial Counselors have certified skills to assist
individuals and families in the complex process of financial decision-making,
including the ability to: ¨ Educate clients in sound financial principles. ¨ Assist clients in the process of overcoming their financial
indebtedness. ¨ Help clients identify and modify ineffective money management
behaviors. ¨ Guide clients in developing successful strategies for achieving
their financial goals. ¨ Support clients as they work through their financial challenges. ¨ Help clients develop new perspectives on the dynamics of money in
relation to family, friends, and individual self-esteem. www.afcpe.org www.fp.edu -
AAMA Accredited Asset Management Specialist www.naepc.org
- AEP Accredited Estate Planner www.acatcredentials.org
- ABA Accredited Business Accountant www.acatcredentials.org
- ATA Accredited Tax Advisor www.acatcredentials.org
- ATP Accredited Tax Preparer www.icfs.com
- Board Certified Programs ¨ BCE
Board Certified in Estate Planning ¨ BCI
Board Certified in Insurance ¨ BCM
Board Certified in Mutual Funds ¨ BCS
Board Certified in Securities www.annuityadvisor.org
- CAA Certified Annuity Advisor www.caia.org
- CAIA Chartered Alternative InvestmentAnalyst www.amercoll.edu
- CAP Chartered Advisor in Philanthropy www.niccp.com
- CCP Certified College Planning Specialist www.institutedfa.com
- CDP Certified Divorce Planner www.nafep.com
- CEA Certified Estate Advisor www.nafep.com
- CEP Certified Estate Planner www.ifebp.org
- CEBS Certified Employee Benefit Specialist www.imanet.org
- CFM Certified in Financial Management www.aifg.org
- CFG Certified Financial Gerontologist www.cfp.net -
CFP Certified Financial Planner www.icfs.com
- CFS Certified Fund Specialist www.imca.org
- CIMC Certified Investment Management Consultant www.ltc-cltc.com
- CLTC Certified in Long-Term Care www.imanet.org
- CMA Certified Management Accountant www.nhf.org -
CPHD Certified Philanthropic Development www.aicpa.org
- CPA Certified Public Accountant www.aicpa.org
- CPA/PFS Certified Public Accountant – Personal Financial Specialist www.aspa.org
- CPC Certified Pension Consultant www.infre.org
- CRA Certified Retirement Administrator www.infre.org
- CRC Certified Retirement Counselor www.iami.org
- CCRA Certified Review Appraiser www.society-csa.com
- CSA Certified Senior Advisor www.centerforseniorstudies.com
- CSS Certified Senior Specialist www.ntsaa.org
- CSTSA Certified Specialist in Tax Sheltered Accounts www.aimr.org
- CFA Chartered Financial Analyst www.amercoll.edu
- ChFC – Chartered Financial Consultant www.icaa.org
- CIC Chartered Investment Counselor www.amercoll.edu
- CLU Chartered Life Underwriter www.amercoll.edu
- CLF Chartered Leadership Fellow www.fp.edu -
CMFC Chartered Mutual Fund Counselor www.aicpcu.org
- CPCU Chartered Property Casualty Underwriter www.fp.edu -
CRPC Chartered Retirement Planning Counselor www.fp.edu -
CRPS Chartered Retirement Plans Specialist www.irs.gov -
EA Enrolled Agent www.irs.gov -
EA Enrolled Agent www.abanet.org
- ELS Estate Law Specialist ¨ FFSI
Fellow, Financial Services Institute ¨ FIC
Fraternal Insurance Counselor ¨ FLMI
Fellow Life Management Institute ¨ ICB
Institute of Certified Bankers ¨ CTFA
Certified Trust and Financial Advisor ¨ CRSP
Certified Retirement Services Professional ¨ CSOP
Certified Securities Operations Professionals ¨ CCTS
Certifies Corporate Trust Specialist ¨ CRCM
Certified Regulatory Compliance Manager ¨ CLBB
Certified Lender Business Banker ¨ CFSSP
Certified Financial Services Security Professional ¨ CISP
Certified IRA Services Professional ¨ CFMP
Certified Financial Marketing Professional ¨ ACEP
Accredited Continuing Education Provider An accredited college only – JD Juris Doctor
& LLM Masters in Law www.amercoll.edu
- LUTC Life Underwriter Training Council www.fp.edu -
MS Master of Science Degree www.amercoll.edu
- MSFS Master of Science in Financial Services www.cpapfs -
PFS Personal Financial Specialists www.aspa.org
- QPA Qualified Pension Administrator www.iaqfp.org
- QFP Qualified Financial Planner www.nahu.org
- REBC Registered Employee Benefits Consultant www.iarfc.org
- RFA Registered Financial Associate www.iarfc.org
- RFC Registered Financial Consultant www.iafe.org
- RFE Registered Financial Engineer www.rfpi.com
- RFP Registered Financial Planner www.amercoll.edu
- RHU Registered Health Underwriter RIA Registered Investment Advisor – not a
professional designation RMU Registered Mortgage Underwriter – unable
to find www.fp.edu -
RP Registered Paraplanner www.iarfc.org - RPP
Registered Paraplanner
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