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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,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance

Joe Maas

 

 

 

 

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