These certifications are widely recognized within the financial services advisory business:
* Accredited Estate Planner (AEP)
* Certified Financial Planner (CFP)
* Chartered Financial Analyst (CFA)
* Chartered Investment Counselor (CIC)
This brief collection of certifications was assembled using several resources. To begin with, Holborn Assets was needed to get those certifications as a necessity. Secondly, when enrolling as an advisor with specific countries, a few of those certifications can substitute for passing a variety of tests administered by the North American Securities Administrators Association, Inc. (NASAA) Third, Form ADV, which can be used from the SEC and many nations to enroll advisers, specifically lists many of those designations. Ultimately, these designations are cited more often in the fiscal planning literature and on investment and financial websites.
Accredited Estate Planner (AEP)
The AEP is conferred by the National Association of Estate Planners and Councils (NAEPC). To Get the AEP an applicant must:
* hold a lawyer’s permit, CPA, CLU, ChFC, CFP, or CTFA
* be engaged in “estate planning actions,”
* have at least five decades of directly relevant experience (or even 15 years to exempt the educational needs)
* take certain required classes from The American College or choose two “obstacle exams”
* possess membership in an NAEPC council,
* publish references, and
* devote to the NAEPC code of integrity.
Certified Financial Planner (CFP)
The CFP is conferred by the Certified Financial Planner Board of Standards Inc. (CFPBS). To acquire the CFP designation, a candidate must have five decades of personal financial planning work experience or 3 decades along with a bachelor’s level. He must pass a thorough examination. To take this exam, he must complete a plan of study provided by different educational institutions, or he must already hold a CPA, ChFC, CLU, or CFA designation or a Ph.D. in economics or business, Doctor of Business Administration, or an attorney’s license. The CFPBS has an online customer criticism and practitioner disciplinary procedure, also it supports online expert standing checking and referrals.