CERTIFIED FINANCIAL PLANNER
Granted by the Financial Planners Standards Council, the CFP designation is an internationally recognized standard for financial planning. CFP's are trained to offer personal financial planning and advise on products and strategies. CFPs must complete 30 hours of continuing education each year and abide by the CFP code of ethics.

CHARTERED LIFE UNDERWRITER
A planner holding the CLU designated has been trained in life insurance and estate planning . The CLU designation is offered through the CLU institute.

CHARTEREDFINANCIAL CONSULTANT
A planner holdiong a C.H.F.C. has passed advanced cources in wealth accumulation and retirement planning. The C.H.F.C. is earned through the Financial Advisors Association of Canada (known as Advocis).