Financial Service Designations

The following is a comprehensive list of professional designations commonly found in the financial services industry. We've included links to the issuing organizations for more detailed information regarding the certifications and requirements.


Professional Designation
Acronym
Accredited Adviser in Insurance
AAI
Accredited Asset Management Specialist
AAMS
Accredited Domestic Partnership Advisor
ADPA
Accredited Estate Planner
AEP
Accredited Financial Counselor
AFC
Accredited Investment Fiduciary
AIF
Accredited Investment Fiduciary Analyst
AIFA
Accredited Pension Representative
APR
Accredited Portfolio Management Advisor
APMA
Accredited Retirement Plan Consultant
ARPC
Accredited Tax Advisor
ATA
Accredited Tax Preparer
ATP
Accredited Wealth Management Advisor
AWMA
AFA Accredited Financial Analyst
AFA
AMA Accredited Management Accountant
AMA
Asset Protection Planner
APP
Associate in General Insurance
AINS
Associate in Insurance Services
AIS
Associate in Personal Insurance
API
Associate, Financial Services Institute
AFSI
Associate, Life Management Institute
ALMI
Behavioral Financial Advisor
BFA
Board Certified in Annuities
BCA
Board Certified in Asset Allocation
BCAA
Board Certified in Estate Planning
BCE
Board Certified in Mutual Funds
BCM
Board Certified in Securities
BCS
Certificate in Investment Performance Measurement
CIPM
Certified 401(k) Professional
C(k)P
Certified AML Specialist
CAMLS
Certified Annuity Advisor
CAA
Certified Annuity Consultant
CAC
Certified Annuity Specialist
CAS
Certified Anti-Money Laundering Specialist
CAMS
Certified Asset Protection Planner
CAPP
Certified Business Exit Consultant
CBEC
Certified College Planning Specialist
CCPS
Certified Compliance Specialist
CCOS
Certified Credit Counselor
CCC
Certified Debt Management Professional
CDMP
Certified Divorce Financial Analyst
CDFA
Certified Divorce Planner
CDP
Certified Educational Consultant
CEC
Certified Educator in Personal Finance
CEPF
Certified Elder Planning Specialist
CEPS
Certified Employee Benefit Specialist
CEBS
Certified Equity Indexed Annuity Specialist
CEIAS
Certified Estate Advisor
CEA
Certified Estate and Trust Specialist
CES
Certified Estate Planner
CEP
Certified Exit Planner
CExP
Certified Exit Planning Advisor
CEPA
Certified Financial Consultant
CFC
Certified Financial Divorce Practitioner
CFDP
Certified Financial Education Instructor
CFEI
Certified Financial Educator
CFEd
Certified Financial Gerontologist
CFG
Certified Financial Marketing Professional
CFMP
Certified Financial Planner
CFP
Certified Financial Wellness Educator
CFWE
Certified Fund Specialist
CFS
Certified Housing Counselor
CHC
Certified in Social Security Claiming Strategies
CSSCS
Certified Income Specialist
CIS
Certified Insurance Industry Professional
CIIP
Certified Insurance Service Representative
CISR
Certified Investment Management Analyst
CIMA
Certified Investment Management Consultant
CIMC
Certified IRA Services Professional
CISP
Certified Kingdom Advisor
CKA
Certified Long-Term Care
CLTC
Certified Management Accountant
CMA
Certified Medicaid Planner
CMP
Certified Merger and Acquisition Advisor
CMAA
Certified Pension Consultant
CPC
Certified Personal Banker
CPB
Certified Personal Finance Counselor
CPFC
Certified Personal Retirement Specialist
CPRS
Certified Plan Fiduciary Advisor
CPFA
Certified Portfolio Specialist
CPS
Certified Private Wealth Advisor
CPWA
Certified Professional Insurance Agent
CPIA
Certified Professional Insurance Man
CPIM
Certified Professional Insurance Woman
CPIW
Certified Public Accountant
CPA
Certified Regulatory and Compliance Professional
CRCP
Certified Retirement Administrator
CRA
Certified Retirement Counselor
CRC
Certified Retirement Financial Advisor
CRFA
Certified Retirement Planner
CRP
Certified Retirement Services Professional
CRSP
Certified Senior Advisor
CSA
Certified Senior Consultant
CSC
Certified Specialist in Estate Planning
CSEP
Certified Specialist in Retirement Planning
CSRP
Certified Tax Specialist
CTS
Certified Treasury Professional
CTP
Certified Trust and Financial Advisor
CTFA
Certified Wealth Consultant
CWC
Certified Wealth Management Specialist
CWMS
Certified Wealth Preservation Planner
CWPP
Certified Wealth Smart Strategist
CWSS
Certified Wealth Strategist
CWS
Certified Workplace Money Coach
CWMC
Chartered Advisor for Senior Living
CASL
Chartered Advisor in Philanthropy
CAP
Chartered Alternative Investment Analyst
CAIA
Chartered Asset Manager
CAM
Chartered Estate Planning Practitioner
CEPP
Chartered Federal Employee Benefits Consultant
ChFEBC
Chartered Financial Analyst
CFA
Chartered Financial Consultant
ChFC
Chartered Financial Engineer
ChFE
Chartered Investment Counselor
CIC
Chartered Life Underwriter
CLU
Chartered Market Analyst
CMA
Chartered Market Technician
CMT
Chartered Mutual Fund Counselor
CMFC
Chartered Portfolio Manager
CPM
Chartered Private Wealth Advisor
CPWA
Chartered Property Casualty Underwriter
CPCU
Chartered Retirement Planning Counselor
CRPC
Chartered Retirement Plans Specialist
CRPS
Chartered Senior Financial Planner
CSFP
Chartered Trust and Estate Planner
CTEP
Chartered Wealth Manager
CWM
Christian Financial Professionals Network Certified Member
CFPN
Direct Participation Professional
DPP
Disability Income Associate
DIA
Diversified Advanced Education
DAE
Employee Healthcare Benefits Associate
EHBA
Endorsed Local Provider
ELP
Enrolled Agent
EA
Fellow of the Academy of Life Underwriting
FALU
Fellow, Financial Services Institute
FFSI
Fellow, Life Management Institute
FLMI
Financial Analyst Designate
FAD
Financial Risk Manager
FRM
Financial Services Specialist
FSS
Fraternal Insurance Counselor
FIC
Fraternal Insurance Counselor Fellow
FICF
Fraternal Professional Certificate
FPC
Global Financial Steward
GFS
Life Underwriter Training Council Fellow
LUTCF
Master Certified Estate Planner
MCEP
Master Financial Planner
MFP
Master Planner Advanced Studies
MPAS
National Social Security Advisor
NSSA
Personal Financial Specialist
PFS
PersonalRetirement Planning Specialist
PRPS
PLANSPONSOR Retirement Professional
PRP
Professional Plan Consultant
PPC
Qualified Financial Planner
QFP
Qualified Plan Financial Consultant
QPFC
Registered Fiduciary
RF
Registered Financial Associate
RFA
Registered Financial Consultant
RFC
Registered Financial Gerontologist
RFG
Registered Financial Planner
RFP
Registered Financial Specialist
RFS
Registered Paraplanner
RP
Retirement Income Certified Professional
RICP
Retirement Income Specialist
RIS
Retirement Management Analyst
RMA
Retirement Plans Associate
RPA
Wealth Management Specialist
WMS