What is a certified financial planner® (CFP®)?

Licensed by the Certified Financial Planner Board of Standards, CFPs must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning,...

What is a Chartered Financial Consultant® (ChFC®)?

A Chartered Financial Consultant® (ChFC®) is a financial professional who has completed a specified program of study and meets experience requirements and specific ethical standards established by The American College. Practitioners with this designation are trained...

What is a Certified Public Accountant (CPA)?

CPAs must have achieved minimum college education requirements, minimum experience levels working in a CPA firm environment, and the successful passing of the Uniform CPA examination. CPAs are licensed and regulated by state boards of accountancy. In addition, in...

What is a Chartered Retirement Planning Counselor℠ (CRPC®)?

A Chartered Retirement Planning Counselor℠ (CRPC®) is a financial professional who has completed a course of study encompassing all aspects of mutual funds and their usage as investment vehicles. Additionally, individuals must pass an end-of-course examination that...

What is a Chartered Life Underwriter (CLU®)?

A Chartered Life Underwriter® (CLU®) is a financial professional who meets the educational, experience, and ethical requirements established by The American College. A CLU® has knowledge and training in several areas, including life insurance, pensions, taxation,...

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA-SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Partners Wealth Management or PartnersFinancial.

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