Personal Financial Specialist
This is a specialty credential for CPAs who are experts at helping individuals with wealth management. The American Institute of Certified Public Accountants grants this designation only to CPAs with significant personal financial planning education and experience. CPAs pursue this credential because they want to display their expertise and knowledge as it relates to all aspects of financial planning.
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils.
Juris Doctor
This is the highest law degree in the United States. A JD degree represents professional recognition that the holder has a doctoral degree in law. Due to the length of study required in the United States to attain a law degree, the name reflects its status as a professional degree.
The Financial Paraplanner Qualified Professional™ (FPQP™) program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments. Holding the FPQP™ designation demonstrates that the individual can gather, review, and analyze financial information and provide clients with a comprehensive picture of their financial well-being.
Certified Exit Planning Advisor
Professionals with this designation have passed an exam and completed the Exit Planning Institute’s CEPA Program, which is the most widely accepted and endorsed program of its kind. Graduates of the program have mastered the Value Acceleration Methodology, which integrates exit strategy into the business, personal, and financial goals of the business owner.
Chartered Retirement Planning Counselor – CRPC
This designation, the nation’s premier retirement planning credential, is awarded by the College for Financial Planning. CRPCs have mastered client-centric retirement planning in a comprehensive graduate-level program that covers all aspects of the retirement process.
Chartered Financial Consultant
A ChFC is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.
Chartered Financial Analyst
One of the highest distinctions in the investment management profession, this title designates graduates of the CFA Program from the CFA Institute. These professionals have passed multiple exams on financial reporting and analysis, asset valuation, portfolio management, and managing equity, fixed income, and derivative investments.
Chartered Alternative Investment Analyst
Investment professionals with this designation have passed a rigorous educational program and multiple exams offered by the CAIA Association. Graduates of the program hold the globally recognized credential for professionally managing, analyzing, distributing, or regulating alternative investments.
Accredited Investment Fiduciary
Financial advisors with this designation have gone through the training, met the qualifications, and passed an exam on the fiduciary standards of excellence that apply to managing the assets of another person or institution. Professionals with the AIF designation understand the legal standards that require them to prudently manage investment decisions.
Master’s of Science in Finance
The Master’s of Science in Finance degree provides a quantitative and comprehensive examination of the finance field, including corporate finance, investments, and markets and institutions.
Master’s of Science in Accounting
The Master’s of Science in Accounting degree is a more specialized degree than the MBA. It focuses on high level concepts and principles pertaining to the field of accountancy.
Master of Accountancy
The MAcc degree provides a deep overview into accounting principles and current business applications. The curriculum focuses closely on preparing individuals for the CPA and CMA exams.
Master’s in Education
The Master’s in Education degree is an advanced degree for teacher or administrators that includes coursework focused on curriculum and instruction, creating useful assessments and developing instructions to the serve the needs of all students.
Chartered Retirement Plans Specialist
This unique designation from the College of Financial Planning is seen as the industry benchmark on business retirement plan administration. Graduates are experts in the process of designing, installing, and maintaining company retirement plans.
Certified 401(k) Professional
This designation distinguishes financial professionals who have demonstrated the knowledge and ability to positively affect the retirement outcome for participants in company retirement plans. The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education, awards this designation to financial professionals who complete a rigorous curriculum of extensive coursework, examinations, a case study, and training.
Certified Financial Planner
The Certified Financial Planner Board of Standards, Inc., awards this designation to individuals who have successfully passed the board’s extensive exams covering financial planning, taxes, insurance, estate planning, and retirement, in addition to ongoing certification requirements and continuing education. These professionals have met rigorous standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
Certified Divorce Financial Analyst
Someone with this designation is an expert in all the financial circumstances that surround divorce. The training for this certification focuses on understanding and estimating the long-term costs of a divorce. Some areas they focus on are tax consequences, property division, alimony and/or child support amounts, and the future of retirement/pension funds.
Master of Business Administration
This is a graduate degree earned at any university that provides theoretical and practical training to help students gain a better understanding of general business management functions.
Certified Public Accountant: This designation is given by the American Institute of Certified Public Accountants, which is responsible for setting standards in the CPA profession. CPAs have passed a graduate-level exam and met work experience requirements, in addition to completing continuing education stipulations and following a strict code of ethics.
Personal Financial Specialist
This is a specialty credential for CPAs who are experts at helping individuals with wealth management. The American Institute of Certified Public Accountants grants this designation only to CPAs with significant personal financial planning education and experience. CPAs pursue this credential because they want to display their expertise and knowledge as it relates to all aspects of financial planning.
At Archford, we believe success is built upon a long-term, trust-based relationship with you. Our highly experienced, independent team has the background and knowledge to craft creative solutions to your financial and accounting needs for years to come. Nothing beats the peace of mind you’ll have knowing a full-service team is ready to handle anything life throws your way. Learn a bit more about our awesome team members below, and then click here to schedule a time to chat with one of us.
Chief Executive Officer and Founder
Wealth Management Advisor and Chief Operating Officer
Chief Financial Officer and Chief Compliance Officer
Chief Investment Officer
Intern
Client Service Associate
Senior Transition Coach
Business Consultant
Staff Accountant
Tax Director
Business Services Coordinator
Senior Staff Accountant
Staff Accountant
Staff Accountant
Intern
Senior Administrative Assistant
Wealth Management Advisor
Business Consultant
Wealth Management Advisor
Retirement Plan Advisor (401(k), 403(b) & Defined Benefit)
Business Consultant
Operations and Compliance Manager
Tax Director
Intern
Staff Accountant
Director of Tax Strategy
Administrative Assistant
Director of Administration
Senior Accountant
Staff Accountant
Senior Accountant
Director of Relationship Management and Wealth Management Advisor
Senior Accountant
Wealth Management Associate Analyst
Client Service Associate
Analyst and Relationship Manager
Philanthropic Consultant
Staff Accountant
Business Consultant