Through its education, standard setting, and advocacy programs, The CFP® Board sets the benchmark by which to measure the knowledge, integrity and professionalism of a financial planner. When you work with a CERTIFIED FINANCIAL PLANNERTM professional, you benefit from them acting in your best interest at every moment.

It means that when you work with a CIMA® professional, you're getting the expertise of someone who has voluntarily committed to attaining competence as an advanced investment advisor or consultant. What's more, CIMA® professionals offer the skills and strategies to guide you through complex financial challenges.

CIMA® certification contributes to the integrity, competence and knowledge of investment and wealth management professionals.

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated clients through the life cycle of wealth: accumulation, preservation and distribution. The CPWA® certification program teaches advisors how to identify and analyze the challenges you face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth, according to your goals and objectives

All CPWA® professionals must adhere to the IMCA Code of Professional Responsibility.

The CPA designation distinguishes licensed accounting professionals who offer valuable knowledge and advice on taxes and financial planning.  A CPA is additive to the whole financial plan as they can provide additional services such as tax strategy and tax review along with working with your current tax preparer for optimal results. To earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience and continuing education requirements.