DO YOU KNOW YOUR INVESTMENT ADVISOR?
WHAT DO THOSE CREDENTIALS MEAN?
CIM - Certified Investment Manager - Unique education stream and designation program that qualifies you for licensing in discretionary portfolio management in Canada.
FCSI - Fellow of the Canadian Securities Institute - The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.
CFP - Certified Financial Planner - CFP certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards of this designation.
R.F.P. - Registered Financial Planner - The public can be assured when dealing with a R.F.P., that they will be receiving comprehensive financial planning advice from one of the most qualified financial planners in Canada.
FMA - Financial Management Advisor - Advises on complex wealth management issues and counsels high-net-worth clients.
FDS - Financial Divorce Specialist - The role of the Financial Divorce Specialist is to help individuals in separation and divorce situations avoid costly financial mistakes in the division of assets as they relate to their future well being.
CLU - Chartered Life Underwriter - Professional advisor with advanced knowledge of insurance and estate planning matters.
EPC - Elder Planning Counselor - Advanced knowledge and understanding of 50+ age group through education on topics focusing upon the evolving and specialized needs of Canada's citizens as they age.
CHS- Certified Health Specialist - Professional advisor with advanced knowledge of disability insurance, long-term care insurance and critical illness insurance.
GBA - Group Benefits Associate - A specialty designation focusing on healthcare and other group benefits.
TEP - Trust and Estate Practitioner - A designation focusing on the planning, creation and management of trusts and estates.
CEA - Certified Executor Advisor Program - Provides the knowledge required to engage with executors, the most trusted and influential people in their testator parents' lives and those responsible for successful estate settlement.
RPA - Registered Plans Associate - Earners of the Retirement Plans Associate designation demonstrate an understanding of pension plans, government-sponsored plans, and management of plan assets.
CEBS - Certified Employee Benefits Specialist - This designation is earned by professionals who administer employee benefits packages. The International Foundation of Employee Benefit Plans (IFEBS) gives this certification, and Dalhousie University develops the curriculum.
