📊 Which Designation Is Right for Your Next Step?

Kendra_Solis

Are you trying to figure out which designation is right for you?👀

Use this guide to help you choose the professional designation that aligns with your goals.

If you still have questions, we want to hear from you! Share them in the comments below.👇

🟢 Just Getting Started in the Industry?

• FPQP® – Foundations of financial planning for support staff and entry-level professionals
• WMS® – Wealth management essentials for early-career professionals

🔵 Want to Focus on Investment Planning?

• AWMA® – Advanced strategies for high-net-worth clients
• APMA® – Portfolio construction and asset management
• CMFC® – Core mutual fund strategies for diversified portfolios

🟡 Specializing in Retirement or Distribution Planning?

• AAMS® – Asset allocation and investment strategies
• CRPC® – Planning for retirement income and distribution
• CRPS® – Specialization in employer-sponsored retirement plans
• SE-AWMA™ – Serving senior and pre-retiree clients

🟣 Supporting Specialized Client Needs?

• ADPA® – Divorce planning and working with divorced clients
• QPFE™ – Financial education expertise in the workplace or communities
• ABFP™ – Behavioral finance and decision-making psychology

🌿 Passionate About Sustainability or ESG?

• CSRIC® – The first certification in SRI (Sustainable, Responsible, and Impact Investing)

💬 Still not sure?
Post below with your goals and interests, and let the community help guide you—or talk to a program advisor!