AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
ADPA™ Accredited Domestic Partnership Advisor™
Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
AEP® Accredited Estate Planner®
The AEP® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU®, CFP® certificant or ChFC®.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. AIF® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.
APMA™ Accredited Portfolio Management Advisor™
Individuals who hold the APMA™ designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.
AWMA℠ Accredited Wealth Management Advisor™
The AWMA℠ certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients.
BFA™ Behavioral Financial Advisor
A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness.
CAP® Chartered Advisor in Philanthropy®
The Chartered Advisor in Philanthropy® (CAP®) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.
CAS® Certified Annuity Specialist®
A certification indicating expertise and commitment to fixed-rate and variable annuities. Individuals with the CAS® designation offer clients expert advice regarding investment opportunities in annuities.
CASL® Chartered Advisor for Senior Living®
The CASL® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement.
CDFA® Certified Divorce Financial Analyst
A Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce.
CEP® Certified Estate Planner™
Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning.
CEPA® Certified Exit Planning Advisor®
The Certified Exit Planning Advisor® Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction.
CFA® Chartered Financial Analyst®
Holders of the Chartered Financial Analyst® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics.
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CFS® Certified Fund Specialist
A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory.
ChFC® Chartered Financial Consultant®
The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements.
ChSNC® Chartered Special Needs Consultant®
Offered by the American College advisors who hold the Chartered Special Needs Consultant go through a rigorous program that is designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs.
CIMA® Certified Investment Management Analyst®
The Certified Investment Management Analyst® designation identifies professionals with years of experience and hard-earned, in-depth management capabilities who have completed extensive course work and passed a rigorous exam. CIMA® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following areas: asset allocation, due diligence, risk measurement, investment policy and performance measurement.
CKA® Certified Kingdom Advisor®
The Certified Kingdom Advisor® designation is issued by Kingdom Advisors. That is designed to offer advisors growth in three areas: delivery of biblically wise financial advice, wisdom in practice management, and equipping in personal and spiritual growth.
CLTC® Certified Long Term Care
The Certified in Long-Term Care program is the long-term care insurance industry’s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
CLU® Chartered Life Underwriter®
The Chartered Life Underwriter Designation® is the highest level designation available in the life insurance profession, and is obtained by completing retirement planning course work that focuses on the financial planning needs of clients like you. Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.
CMFA® Certified Military Financial Advisor®
Individuals who hold the Certified Military Financial Advisor® (CFMA®) designation have received training to serve veterans, active duty, Reserve, National Guard and their families in planning for a confident financial future.
CMFC™ Chartered Mutual Fund Counselor™
The Chartered Mutual Fund Counselor™ program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles.
CPA Certified Public Accountant
The Certified Public Accountant designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.
CPWA® Certified Private Wealth Advisor®
An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
CRC® Certified Retirement Counselor®
The Certified Retirement Counselor® program helps financial professionals raise retirement readiness of clients by delivering curriculum that promotes a mastery of both retirement accumulation and distribution planning.
CRPC™ Chartered Retirement Planning Counselor™
The Chartered Retirement Planning Counselor™ certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor™ is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
CRPS™ Chartered Retirement Plans Specialist™
Chartered Retirement Plans Specialists have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
CSPGCM Certified Specialist in Planned GivingCM
The Certified Specialist in Planned GivingCM program is designed to teach the body of knowledge required for planned giving professionals and others who may be called upon to participate in the planned giving process.
CSRIC® Chartered SRI Counselor™
The Chartered SRI Counselor™ (CSRIC®) designation provides financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing.
CTFA Certified Trust and Fiduciary Advisor
Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates.
FPQP® Financial Paraplanner Qualified Professional™
The Financial Paraplanner Qualified Professional™ is offered by the College of Financial Planning. It is the industry-benchmark for entry-level financial planning credentials to learn basic, practical knowledge that can be used to assist planners and advisors.
LUTCF® Life Underwriter Training Council Fellow℠
The Life Underwriting Training Council Fellow℠ certification coursework provides advisors with a better understanding of a variety of insurance products and addresses the protection planning needs of individuals. Candidates are required to meet ethics standards and pass a certification examination covering the following areas: retirement planning, investing, estate planning, annuities, business insurance, employee benefits, life insurance and disability income insurance.
MAAA® Member of the American Academy of Actuaries
An MAAA® is a member of the American Academy of Actuaries. To many employers, clients, and government leaders, the MAAA® designation denotes professionalism and credibility.
MPAS™ Master Planner Advanced Studies™
Individuals who hold the Master Planner Advanced Studies™ designation have earned a Master of Science degree with a major in personal financial planning. The program covers personal financial planning and investment-related content. Individuals must complete all coursework and graduation requirements for the Master of Science degree.
PFS Personal Financial Specialist
The PFS designation program addresses many areas of the financial planning process including estate planning, retirement strategy, investment selection, education planning, and risk management.
REBC® Registered Employee Benefit Consultant
The Registered Employee Benefit Consultant program focuses on providing the student with the knowledge necessary to become a professional in the sale and service of employee benefits plans.
RFC® Registered Financial Consultant
Certificants are qualified to help clients understand the various options and nuances of financial services, capable of developing a customized plan services that fit their unique set of circumstances.
RHU® Registered Health Underwriter®
The Registered Health Underwriter® designation is the undisputed professional credential for persons involved in the sale and service of disability income and health insurance.
RICP® Retirement Income Certified Professional®
The Retirement Income Certified Professional® designation is obtained by completing retirement planning course work that focuses on creating an effective retirement income plan for clients who are nearing or are in retirement. By completing coursework focused on key retirement issues such as income gaps, taxation, asset management, and estate planning, a Retirement Income Certified Professional® is trained to help clients assess retirement preparedness and confidently address their income needs throughout retirement.
An Ameriprise Platinum Financial Services® Advisor
The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)
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As the first half of 2024 ends on a strong note, what might drive market and economic conditions in the second half? Ameriprise Financial experts weigh in.
As the 2024 U.S. elections draw closer, Ameriprise Financial experts share their insights on how the results may influence the broader market, economy and investments. These insights are not political statements from Ameriprise Financial, nor are they an endorsement of a particular candidate or political party. (13:40)
When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.
Read today’s market and economic commentary from the Ameriprise Investment Research Group.
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new paradigm.
How the outcomes of the 2024 presidential and congressional races may affect the markets, the economy and your portfolio.
India is experiencing a resurgence in investor interest. What’s driving this shift?
The Investment Research Group shares their perspective on this week’s market conditions.
The stock market has performed well thus far in 2024. We examine what could keep the momentum going — and what could stand in its way.
Projected growth in electric vehicle fleets is expected to impact oil demand growth over the next decade. A look at the potential investment opportunities.
The Federal Reserve is moving away from its highly restrictive policy stance. What are the potential implications for investors, consumers and corporations?
Will rate cuts be the reinvigorating boost the U.S. housing market needs?
The U.S. national debt has recently passed $35 trillion — and is rising quickly. Why this big number doesn’t necessarily pose a problem for investors, according to Invesco.
What are the fundamental policy stances of the Republican and Democratic presidential tickets and how could that impact investors?
Download our guide for a historical look at how past elections and presidents have impacted the markets and economy.
Why the country’s prospects may be brightening on the global investment stage.
While stock corrections are a normal part of market cycles, the investor concerns that fueled the recent drawdown continue to linger. Here’s where stocks may be headed next.
Virtually all sectors of the economy rely heavily on data centers to manage and access their digital resources. What to know about the investment landscape.
Despite a slow start to the year, the U.S. economy is performing fairly well so far in 2024. Will that trend hold?
Why investors may want to make a move to fixed income before interest rate cuts transpire.
Stocks have enjoyed a period of relatively uninterrupted growth in the first half of 2024, but their path higher may not be as smooth in the months ahead.
Understand the potential market implications of competing policy outcomes.
The impact of a slowing Chinese economy, explained.
Our chief economist digs into several widely held misconceptions about the U.S. economy.
As demand for GLP-1 drugs soars, find out what they are and why they could present a unique opportunity for companies and investors.
An analysis of Morningstar funds by the Investment Research Group shows that those who seek to time active and passive funds consistently underperform the market.
Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.
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