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Explanation for key designations and certifications


For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Families caring for a person with special needs face unique financial challenges. The Chartered Special Needs Consultant® (ChSNC®) designation provides the strategies and knowledge which professionals need to help these families thrive.

Chartered Advisor in Philanthropy designation. The CAP® designation provides comprehensive education on the strategies of philanthropic planning.

The Chartered Retirement Plans SpecialistSM, or CRPS® program, is a designation program for financial professionals. This program provides experienced advisors who are focused on retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans.

The Certified Plan Fiduciary Advisor (CPFA) credential was developed by some of the nation’s leading advisors and retirement plan experts. Professionals with this designation demonstrate knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

The Chartered Retirement Planning Counselor (CRPC™) designation is awarded by the College for Financial Planning to professionals who have been trained in conducting a comprehensive assessment of a client's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.