Synergy Asset Management

Financial ManagementFinancial PlanningInsuranceInvestment Management

Designation Glossary: What Do Those Letters Mean?

bookThere 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

CWPPTMCertified 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,

President of Synergetic Finance

Joe Maas





Related posts
401(k)NewsRetirement Planning

Coming soon: 401(k) Insight: Getting to “Retired!”

Business ConsultationBusiness OwnerEstate PlanningExit PlanningInvestment ManagementRetirement PlanningSelling Your Business

It takes a village...

Exit PlanningNewsTraining & Education

Financial & Investment Expert Joseph M. Maas Publishes First Book, Exit Insight: Getting to "Sold!"

Financial PlanningNewsRetirement Planning

Ben Melton joins the Synergetic team!