- Investment strategies including investing for retirement
- Asset allocation and tax-sensitive investment strategies
- Executive compensation and other benefit plans
Accredited Asset Management Specialist™, AAMS® and the AAMS® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Behavioral finance, helping you make confident, informed investments
- Recognition of emotional triggers that can lead to impulsive financial decisions
- Addressing the emotional and psychological elements of investing
Accredited Behavioral Finance Professional™, ABFP® and the ABFP® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- The unique planning needs of unmarried couples
- Wealth transfers, retirement considerations, tax−sensitive investing and planning for end-of-life needs
The Accredited Domestic Partnership Advisor™, ADPA®, and ADPA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Investment risk, return and performance
- Working with small business owners
- Estate considerations and other unique needs of high net worth clients
Accredited Wealth Management Advisor™, AWMA® and the AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Focuses on the financial needs and goals of farmers, agribusinesses and rural clients
- A deeper understanding of land and leverage, income strategies and your farming legacy
- Supporting clients as they work with their tax professionals and attorneys during divorce proceedings
- Providing clear and informed advice while remaining neutral
Edward Jones and its financial advisors do not provide legal or tax advice. You should consult your attorney or qualified tax advisor for any such advice. The CDFA® certification does not imply the financial advisor is acting as an expert in the field and does not expand terms and services beyond Edward Jones account agreements.
- Planning a successful exit and transition while aligning financial strategies with personal goals
- The importance of business valuation
- Estate and charitable intent strategies
- Financial management, tax-sensitive investment strategies, estate considerations and retirement savings
- Insurance planning and education planning
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
- Investment strategies that align with your financial goals
- Risk and return measurements to understand where risk may impact your portfolio
- Behavioral finance philosophies and styles to help you gain awareness of your preferences and biases
- Instruction according to the Kingdom Advisors' philosophy on how to weave a biblical perspective into financial discussions for individuals interested in doing so
- Financial stewardship and tax-sensitive investment strategies
- Retirement planning and charitable giving
- Providing financial advice for active-duty service members, veterans, guardsmen and reservists and those transitioning from military service, and service members with special-needs dependents
The Certified Military Financial Advisor® program is not affiliated or endorsed by the U.S. Department of Defense or any other federal or state government program.
- Wealth Strategies: Tax-sensitive investment strategies, portfolio management, risk and asset management
- Legacy strategies: Estate considerations, wealth transfer, charitable giving and endowments
- Human dynamics: Ethics, applied behavioral finance and navigating family dynamics
- Supporting the complex needs of affluent and high net worth clients
- Wealth considerations and client service specific to high net worth clients
- Planning for philanthropic impact in the context of wealth strategies
- Considering charitable giving strategies in partnership with your CPA and estate attorney that account for tax implications
- Understanding what philanthropic goals are important to you
The Chartered Advisor in Philanthropy® and CAP® are the property of The American College of Financial Services®, which reserves sole rights to its use, and is used by permission.
- Quantitative methods, economics, financial statement analysis, derivatives and alternative investments
- Ethical and professional standards as well as portfolio and wealth planning
CFA® and Chartered Financial Analyst are registered trademarks owned by CFA Institute.
- Planning for business and individual retirement needs
- Tax-sensitive investment strategies
- Risk management and insurance
The Chartered Financial Consultant® and ChFC® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
- Evaluating types and amounts of insurance that make sense for you
- Planning for and managing risks faced in life and retirement
- Considering estate and charitable giving strategies
Chartered Life Underwriter® and CLU® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P., and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; and Edward Jones Insurance Agency of Massachusetts, L.L.C.
- Principles of retirement planning, retirement income streams, as well as the emotional and financial transition to retirement
- Estate objectives and health care considerations in retirement
Chartered Retirement Planning Counselor™, CRPC™ and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Retirement plan types for small business owners
- Participant-directed retirement plans and retirement plan implementation
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Disability and lifetime planning
- Financial issues for special needs families
- Financial strategies for families caring for those with special needs
Chartered Special Needs Consultant® and ChSNC® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission
- The foundations, approaches and strategies surrounding sustainable, responsible and impact (SRI) investing
- Portfolio construction and how SRI can be incorporated, Social and Governance (ESG) performance and risk and rating metrics
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Mindfulness-based process while helping support you in pursuing your aspirations and objectives
- Demonstrating how to remove obstacles while creating concrete steps for ongoing guidance
- Retirement income strategies and health care considerations in retirement
- Portfolio withdrawal strategies, Social Security options and retirement risks
Retirement Income Certified Professional® and RICP® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
- Supporting clients nearing or already in retirement
- Providing income strategies and withdrawal approaches
- Helping high net worth clients in sports and entertainment capitalize on opportunities to preserve, grow and transfer wealth
- Tax-sensitive investing strategies, estate considerations for high-net-worth clients and special issues for athletes and entertainers
The Sports and Entertainment Accredited Wealth Management Advisor™, SE-AWM® and SE-AWM® logos are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Leveraging a wealth strategy process based on your goals
- Developing tax-sensitive investment strategies to meet a range of client needs, such as saving for college, planning for retirement and planning your estate
Wealth Management Certified Professional® and WMCP® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.