HAAK MODERN PROFESSIONAL
The Certified Exit Planning Advisor Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. The CASL ® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement.ĬDFA® Certified Divorce Financial Analyst®Ī Certified Divorce Financial Analyst ® is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce.Ĭertified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning.
Individuals with the CAS ® designation offer clients expert advice regarding investment opportunities in annuities.ĬASL® Chartered Advisor for Senior Living®
The Chartered Advisor in Philanthropy ® (CAP ®) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.Ī certification indicating expertise and commitment to fixed-rate and variable annuities. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients.Ī Behavioral Financial Advisor™ certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process.
HAAK MODERN CODE
The AWMA℠ certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. Individuals who hold the APMA™ designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.ĪWMA℠ Accredited Wealth Management Advisor™ AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.ĪPMA™ Accredited Portfolio Management Advisor™ The Accredited Investment Fiduciary (AIF) ® designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. The AEP ® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ®, CFP ® certificant or ChFC ®. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.ĪDPA™ Accredited Domestic Partnership Advisor™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. AAMS™ Accredited Asset Management Specialist™
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