Due to scheduled system upgrades, Online Banking may be intermittently unavailable beginning Saturday, June 22nd. Maintenance should be complete and Online Banking available Monday, June 24th. We apologize for any inconvenience.
Most demanding and respected credential. Signifies an individual has mastered a broad range of practical portfolio management and advanced investment analysis skills through extensive training and experience. Held to rigorous ethical standards. www.cfainstitute.org
Most recognized credential. Signifies an individual has completed comprehensive training, understands complexities of the changing financial climate and knows how to make financial planning recommendations in your best interest while adhering to high ethical standards. www.cfp.net
Signifies an individual is trained to guide the financial process: goal identification, data organization, needs analysis, problem identification, recommendations and plan implementation. www.iarfc.org