Certified Financial Planner (CFP) – CFP stands for Certified Financial Planner®. The CFP® registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).
The internationally recognized credential awarded in Canada by Financial Planners Standards Council (FPSC). CFP professionals must meet the FPSC’s standards in education, experience, examination and ethics. CFP professionals must also have 30 hours of continuing education every year and agree to abide by the CFP Code of Ethics to renew their right to use the credential annually.
Fellow of CSI (FCSI) – Representing individual integrity and unrivalled professionalism, the designation of Fellow of CSI (FCSI)® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. 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.
Certified International Wealth Manager (CIWM) – Private banking/wealth management is one of the fastest growing sectors within the financial services industry. Global wealth has been rapidly increasing and is expected to grow at a steady pace in the years to come. Never before has there been such a demand for expert wealth managers. Today’s high net worth clients want sound advice from someone who understands their complex and changing needs.
Financial Divorce Specialist (CFDS) – The Academy of Financial Divorce Specialists is federally incorporated and dedicated to serving practitioner members throughout Canada.
Financial Management Advisor (FMA) – A designation awarded by the Canadian Securities Institute. The FMA educational stream delivers advanced financial planning skills to service high net worth clients who demand sophisticated strategies and the acumen to direct a team of wealth management professionals. The designation is achieved by successful completion of the Canadian Securities Course®, the Professional Financial Planning Course™ and Wealth Management Techniques™.
Chartered Investment Manager (CIM®) – One who deals in portfolio and wealth management. It is a title granted by the Canadian Securities Institute.
CHARTERED STRATEGIC WEALTH PROFESSIONAL (CSWP®) – The CSWP designation is a specialized wealth management designation in Canada developed to help advisors service the increasing number of clients who have complex financial needs. It is the only wealth management designation built specifically to manage the complex financial needs of affluent clients. CSWP designation holders are trusted financial consultants who possess an exceptional amount of wealth management expertise.
Chartered Financial Planner – One who has earned a general financial planning designation granted by The Canadian Institute of Financial Planning upon completion of an education program. The program was phased out in 1998.