Certifications for Personal Financial Advisors

Advanced
Certification Name	Certifying Organization
Master Financial Planner Certified Chartered Wealth Manager Certified Chartered Portfolio Manager Chartered Trust and Estate Planner Registered Financial Specialist Certified Asset Protection Analyst	American Academy of Financial Management
Certified Personal and Family Finance Educator	American Association of Family and Consumer Sciences
Certified in Financial Forensics	American Institute of Certified Public Accountants
Qualified Plan Financial Consultant Qualified 401(k) Administrator Tax-Exempt & Governmental Plan Consultant	American Society of Pension Professionals and Actuaries
Certified Insolvency and Restructuring Advisor	Association of Insolvency and Restructuring Advisors
Chartered Financial Analyst	CFA Institute
Certified Financial Planner	Certified Financial Planner Board of Standards, Inc.
Certified Credit Union Financial Counselor	Credit Union National Association
Certified Financial Planner	Financial Planning Standards Board Ltd
Certified Divorce Financial Analyst	Institute for Divorce Financial Analysts
Certified Trust and Financial Advisor Certified Personal Banker	Institute of Certified Bankers
Certified Retirement Counselor	International Foundation for Retirement Education
Certified Investment Management Analyst	Investment Management Consultants Association
Fellow, Financial Services Institute Fellow, Life Management Institute	LOMA
Accredited Estate Planner	National Association of Estate Planners & Councils
Consulting Fellow	National Property Management Association, Inc.
Registered Financial Planner	Registered Financial Planners Institute
Certified Retirement Financial Advisor	Society of Certified Retirement Financial Advisors
Certified Senior Advisor	Society of Certified Senior Advisors
Accredited Financial Examiner - Financial/Rating Analyst	Society of Financial Examiners
Accredited Retirement Plan Consultant	Society of Professional Asset Managers and Record Keepers
Master of Financial Technical Analysis	The International Federation of Technical Analysts Inc.

Specialty
Certification Name	Certifying Organization
Personal Financial Specialist	American Institute of Certified Public Accountants
Certified Divorce Financial Analyst	Institute for Certified Divorce Financial Analysts
Certified Fund Specialist Certified Estate and Trust Specialist Certified Tax Specialist Certified Income Specialist	Institute of Business & Finance
Certified Funds Specialist Certified Annuity Specialist Certified Income Specialist	Institute of Certified Fund Specialists
Certified Estate Specialist	National Auctioneers Association
PeopleSoft 9.1 Financial Management: Receivables Certified Implementation Specialist	Oracle Corporation
Accredited Retirement Plan Specialist	Society of Professional Asset Managers and Record Keepers

Product/Equipment
Certification Name	Certifying Organization
Microsoft Dynamics AX 2012 Financials Microsoft Dynamics AX 2009 Financials Microsoft Dynamics GP 2010 Financials Microsoft Dynamics GP 10.0 Financials Microsoft Dynamics SL 2011 Financials Microsoft Dynamics SL 7.0 Financials	Microsoft Corporation
Oracle Hyperion Planning 11 Certified Implementation Specialist	Oracle Corporation