Certified International Wealth Manager (CIWM)
Wealth management, investment strategies, international finance, risk management
independent practice, own planning firm or work for financial planning firm
Fellow of CSI (FCSI)
advanced financial planning, investment management, ethics, compliance
independent practice, own planning firm or work for financial planning firm
Certified Financial Planner (CFP)
financial planning principles, retirement planning, tax planning, estate planning, insurance
independent practice, own planning firm or work for financial planning firm
Personal Financial Planner (PFP)
personal finance, budgeting, financial goal setting, debt management
independent practice, own planning firm or work for financial planning firm
Chartered General Accountant (CGA)
accounting principles, financial reporting, auditing, taxation, business law
accounting or investment firms, insurance companies
Certified Management Accountant (CMA)
management accounting, financial analysis, strategic planning, performance mgmt.
accounting or investment firms, insurance companies
Chartered Accountant (CA)
accounting standards, financial reporting, taxation, auditing, business ethics
accounting or investment firms, insurance companies
Chartered Financial Analyst (CFA)
investment analysis, portfolio management, ethics, economics
accounting or investment firms, insurance companies
Chartered Financial Consultant (CH.F.C)
financial planning, retirement planning, estate planning, risk management
independent practice, own planning firm or work for financial planning firm
Chartered Investment Manager (CIM)
investment management, portfolio construction, asset allocation, financial markets
accounting or investment firms, insurance companies
Chartered Life Underwriter (CLU)
life insurance products, estate planning, risk management, ethics
accounting or investment firms, insurance companies
Registered Financial Planner (RFP)
comprehensive financial planning, tax planning, retirement planning, estate planning
independent practice, own planning firm or work for financial planning firm
Trust and Estate Practitioner (T.E.P.)
trust law, estate planning, tax implications, fiduciary responsibilities
independent practice, own planning firm or work for financial planning firm
