Financial professional title acronyms
Acronym
Meaning
 Owner or Grantor of acronym
Description
AAMS Accredited Asset Management Specialist College for Financal Planning
AFC Accredited Financial Counselor Association for Financial Counseling and Planning Education
AWMA Accredited Wealth Management Advisor College for Financial Planning
CASL® Chartered Advisor for Senior Living The American College Certification for advising clients on financial and/or practical matters relating to their retirement years or on issues dealing with aging.
CFA Chartered Financial Analyst The CFA Institute Most often for investment specialists, money managers, securities analysts and investment advisors
CFC Certified Financial Consultant The Institute of Financial Consultants
CFP® Certified Financial Planner Certified Financial Planner Board of Standards, Inc. Specialist in financial planning including investments, estate, tax and retirement planning
ChFC® Chartered Financial Consultant The American College Specialist in comprehensive financial planning including creating and conserving wealth, retirement and income tax planning as well as estate, gift and trust taxation
CIMA® Certified Investment Management Analyst Investment Management Consultants Association Inc. Integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment choices.
CPA Certified Public Accountant American Institute of Certified Public Accountants  
CPWA® Certified Private Wealth Advisor Investment Management Consultants Association Inc. An advanced expertise in the life cycle of wealth: accumulating, preserving and protecting, and distributing.
CRPC Chartered Retirement Planning Counselor College for Financial Planning
CRPS Chartered Retirement Planning Specialist College for Financial Planning
CWM Certified Wealth Manager American Academy of Financial Management
MFP Master Financial Professional American Academy of Financial Management
MSFS Master of Science in Financial Services Institute of Business & Finance
PFS Personal Financial Specialist American Institute of Certified Public Accountants
QFP Qualified Financial Planner International Association of Qualified Financial Planners
RFC Registered Financial Consultant International Association of Registered Financial Consultants
RFP Registered Financial Planner Registered Financial Planners Institute
RFS Registered Financial Specialist American Academy of Financial Management
WMS Wealth Management Specialist Dearborn Financial Services