Chartered SRI Counselor (CSRIC)

List of all professionals Chartered SRI Counselor (CSRIC) Credential issued and maintained by College for Financial Planning (Kaplan) Continuing education requirements for CSRIC: 16 CE credit hours every two years Note:  the terms CE (Continuing Education) and CPE...

Accredited Wealth Management Advisor (AWMA)

List of all professionals Accredited Wealth Management Advisor (AWMA) Credential issued and maintained by College for Financial Planning (Kaplan) Continuing education requirements for AWMA: 16 CE credit hours every two years Note:  the terms CE (Continuing Education)...

Accredited Portfolio Management Advisor (APMA)

List of all professionals Accredited Portfolio Management Advisor (APMA) Credential issued and maintained by College for Financial Planning (Kaplan) Continuing education requirements for APMA: 16 CE credit hours every two years Note:  the terms CE (Continuing...

Accredited Asset Management Specialist (AAMS)

List of all professionals Accredited Asset Management Specialist (AAMS) Credential issued and maintained by College for Financial Planning (Kaplan) Continuing education requirements for CRPC: 16 CE credit hours every two years Note:  the terms CE (Continuing...

Wealth Management Specialist (WMS)

List of all professionals Wealth Management Specialist (WMS) Credential issued and maintained by College for Financial Planning (Kaplan) Continuing education requirements for WMS: 16 CE credit hours every two years Note:  the terms CE (Continuing Education) and CPE...

Financial Paraplanner Qualified Professional (FPQP)

List of all professionals Financial Paraplanner Qualified Professional (FPQP) Credential issued and maintained by College for Financial Planning (Kaplan) Continuing education requirements for FPQP: 16 CE credit hours every two years Note:  the terms CE (Continuing...