Find advisors by designation
Professional designations show specialized training beyond the required licenses.
CFP® professionalsCERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.CFA charterholdersChartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.ChFC® advisorsChartered Financial Consultants complete in-depth coursework in financial planning, insurance, and retirement.CPA financial plannersCPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.