There are dozens of professional designations that can be earned in the world of business and finance. Here is a brief list of those you might see when working with the Synergetic Finance team.
AVA: Accredited Valuation Analyst
CCIM: Certified Commercial Investment Member
CFA: Chartered Financial Analyst
CFP®: Certified Financial Planner
ChFC®: Chartered Financial Consultant
CLU®: Chartered Life Underwriter
CM&AA: Certified Merger & Acquisition Advisor
CPA: Certified Public Accountant
CVA: Certified Valuation Analyst
CWPPTM: Certified Wealth Preservation Planner
LUTCF®: Life Underwriter Training Council Fellow
MBA: Master of Business Administration
MSFS: Master of Science in Financial Services
REBC®: Registered Employee Benefits Consultant
RIA: Registered Investment Advisor
And, as always, if you have any questions, please give us a call. We’d love to explain these designations and why they’re important to our team.
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance
