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Designation Comparison Chart

CTFA-Certified Trust and Financial Advisor

CFA-Chartered Financial Analyst

ChFC-Chartered Financial Consultant

CIMA- Certified Investment Management Analyst

Financial Services Specialist

Certificate in Financial Planning

CPWA-Certified Private Wealth Advisor

CFP-Certified Financial Planner A (Mentor)

AAMS- Accredited Asset Management Specialist

CRPC - Chartered Retirement Planning Counselor

AWMA - Accredited Wealth Management Advisor