Professional Designations - C

Use this tool to decode the letters that sometimes follow a financial professional’s name. You can also see whether the issuing organization requires continuing education, takes complaints or has a way for you to confirm who holds the credential.

3 (1) A (21) B (6) C (112) D (3) E (3) F (9) G (1) L (1) M (3) N (1) P (4) Q (2) R (11) W (1)
Designation Acronymsort ascending Compare
Certified Wealth Smart Strategist CWSS
Certified Wealth Strategist CWS
Certified Wealth Preservation Planner CWPP
Certified Wealth Management Specialist CWMS
Certified Workplace Money Coach CWMC
Chartered Wealth Manager CWM
Certified Wealth Consultant CWC
Certified Tax Specialist CTS
Certified Treasury Professional CTP
Certified Trust and Financial Advisor CTFA
Chartered Trust and Estate Planner CTEP
Certified in Social Security Claiming Strategies CSSCS
Certified Specialist in Retirement Planning CSRP
Certified Student Loan Advisor CSLA
Chartered Senior Financial Planner CSFP
Certified Specialist in Estate Planning CSEP
Certified Senior Consultant CSC
Certified Senior Advisor CSA
Certified Retirement Services Professional CRSP
Chartered Retirement Plans Specialist CRPS
Chartered Retirement Planning Counselor CRPC
Certified Retirement Planner CRP
Certified Retirement Financial Advisor CRFA
Certified Regulatory and Compliance Professional CRCP
Certified Retirement Counselor CRC
Certified Retirement Administrator CRA
Certified Private Wealth Advisor
Formerly known as: CPWA-2
CPWA
Chartered Private Wealth Advisor CPWA
Certified Portfolio Specialist CPS
Certified Personal Retirement Specialist CPRS
Certified Professional Retirement Coach CPRC
Chartered Portfolio Manager CPM
Certified Professional Insurance Woman CPIW
Certified Professional Insurance Man CPIM
Certified Professional Insurance Agent CPIA
Certified Personal Finance Counselor CPFC
Certified Plan Fiduciary Advisor CPFA
Chartered Property Casualty Underwriter CPCU
Certified Pension Consultant CPC
Certified Personal Banker CPB
Certified Public Accountant CPA
Chartered Market Technician CMT
Certified Medicaid Planner CMP
Chartered Mutual Fund Counselor CMFC
Chartered Market Analyst or Financial Analyst Designate CMA or FAD
Certified Management Accountant CMA
Certified Merger and Acquisition Advisor CM&AA
Chartered Life Underwriter CLU
Certified Long-Term Care CLTC
Certified Kingdom Advisor (Formerly Qualified Kingdom Advisor)
Formerly known as: QKA
CKA
Certified Insurance Service Representative CISR
Certified IRA Services Professional CISP
Certified Income Specialist (Formerly Retirement Income Specialist)
Formerly known as: RIS
CIS
Certificate in Investment Performance Measurement CIPM
Certified IRA Professional CIP
Certified Investment Management Consultant CIMC
Certified Investment Management Analyst CIMA
Certified Insurance Industry Professional CIIP
Chartered Investment Counselor CIC
Chartered Federal Employee Benefits Consultant ChFEBC
Chartered Financial Engineer ChFE
Chartered Financial Consultant ChFC
Certified Housing Counselor CHC
Certified Financial Wellness Educator CFWE
Certified Fund Specialist CFS
Chartered Financial Risk Engineer CFRE
Christian Financial Professionals Network Certified Member CFPN
Certified Financial Planner CFP
Certified Financial Marketing Professional CFMP
Certified Fixed Income Practitioner CFIP
Certified Financial Gerontologist CFG
Certified Financial Fiduciary CFF
Certified Financial Education Professional CFEP
Certified Financial Education Instructor CFEI
Certified Financial Educator CFEd
Certified Financial Divorce Practitioner CFDP
Certified Financial Consultant CFC
Chartered Financial Analyst CFA
Certified Exit Planner CExP
Certified Estate and Trust Specialist (formerly Board Certified in Estate Planning) CES
Certified Elder Planning Specialist CEPS
Chartered Estate Planning Practitioner CEPP
Certified Educator in Personal Finance CEPF
Certified Exit Planning Advisor CEPA
Certified Estate Planner CEP
Certified Equity Indexed Annuity Specialist CEIAS
Certified Financial Transitionist CeFT®
Certified Educational Consultant CEC
Certified Employee Benefit Specialist CEBS
Certified Estate Advisor CEA
Certified Divorce Planner CDP
Certified Debt Management Professional CDMP
Certified Divorce Financial Analyst
Formerly known as: CDP
CDFA
Certified Divorce Consultant CDC
Certified College Planning Specialist CCPS
Certified Compliance Specialist CCOS
Certified College Funding Specialist CCFS
Certified College Financial Consultant CCFC
Certified Credit Counselor CCC
Certified Business Exit Consultant CBEC
Chartered Advisor for Senior Living CASL
Certified Annuity Specialist CAS
Certified Asset Protection Planner
Formerly known as: APP
CAPP
Chartered Advisor in Philanthropy CAP
Certified Anti-Money Laundering Specialist CAMS
Certified AML Specialist CAMLS
Chartered Asset Manager CAM
Chartered Alternative Investment Analyst CAIA
Certified Annuity Consultant CAC
Certified Annuity Advisor CAA
Certified 401(k) Professional C(k)P
College Funding and Student Loan Advisor CFSLA