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