Money manager professional title acronyms
| Acronym |
Meaning |
Owner or Grantor of acronym |
| AAMS |
Accredited Asset Management Specialist |
College for Financal Planning |
| AIF® |
Accredited Investment Fiduciary |
Fiduciary 360 LLC |
| AWMA |
Accredited Wealth Management Advisor |
College for Financial Planning |
| CAA |
Certified Annuity Advisor |
Advisor Certification Services, Inc. |
| CAM |
Chartered Asset Manager |
American Academy of Financial Management |
| CAPP |
Certified Asset Protection Planner |
Wealth Preservation Institute |
| CAS® |
Certified Annuity Specialist |
Institute of Business & Finance |
| CFA |
Chartered Financial Analyst |
The CFA Institute |
| CFC |
Certified Financial Consultant |
The Institute of Financial Consultants |
| CFP |
Certified Financial Planner |
Certified Financial Planner Board of Standards |
| CFS |
Certified Fund Specialist |
Institute of Business & Finance |
| ChFC® |
Chartered Financial Consultant |
The American College |
| CIC |
Chartered Investment Counselor |
Investment Counsel Association of America |
| CIPM |
Certificate in Investment Performance Measurement |
The CFA Institute |
| CMFC |
Chartered Mutual Fund Counselor |
College for Financial Planning |
| CPM |
Chartered Portfolio Manager |
American Academy of Financial Management |
| CTEP |
Chartered Trust and Estate Planner |
American Academy of Financial Management |
| CTFA |
Certified Trust and Financial Advisor |
Institute of Certified Bankers |
| CWM |
Certified Wealth Manager |
American Academy of Financial Management |
| CWPP |
Chartered Wealth Preservation Planner |
Wealth Preservation Institute |
| MFP |
Master Financial Professional |
American Academy of Financial Management |
| MSFS |
Master of Science in Financial Services |
The American College |
| QFP |
Qualified Financial Planner |
International Association of Qualified Financial Planners |
| RFC |
Registered Financial Consultant |
International Association of Registred 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 |