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 (19) B (6) C (95) D (3) E (3) F (9) G (1) L (1) M (3) N (1) P (4) Q (3) R (11) W (1)
Designationsort descending Acronym Compare
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 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 (formerly Board Certified in Estate Planning) 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 (Formerly Retirement Income Specialist) CIS Formerly RIS
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 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 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 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 or Financial Analyst Designate CMA or FAD
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