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Chartered Financial Analyst (CFA)
This designation is issued by the CFA Institute and is granted to individuals who meet each of the following requirements:
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Enrolled Agent
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
The license is earned in one of two ways, by demonstrating special competence in tax matters by taking a written examination, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.
In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status.
Enrolled Agents are bound by Ethical standards and required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS.
Accredited Investment Fiduciary
The AIF® certification is a voluntary certification; no federal or state law or regulation requires financial advisors to hold AIF® certification.
Certified Kingdom Advisor®
Certified Kingdom Advisor® is a professional designation granted by Kingdom Advisors, Inc., a not-for-profit organization established in 2003, to individuals who have satisfied the following requirements:
Prerequisites:
Candidates must sign a Statement of Faith, obtain a letter of reference from a pastor or member of pastoral staff, pass a regulatory review, complete a signed statement of personal stewardship and submit two client references.
Experience Requirements:
Candidates must either hold one of the following industry approved designations: CFP®, ChFC®, CPA, CPA/PFS, EA, CFA, CIMA®, AAMS, CLU®, JD or hold 10 years of experience in the professional discipline in which they applied for the CKA® designation. Disciplines include insurance, investments, accounting, law, and financial planning.
Educational Requirements:
Complete the 60-hour CKA® Educational Program, a 3 credit hour equivalent certificate program offered by Indiana Wesleyan University.
Educational Type: National proctored exam
Continuing Education: 10 hours of continuing education each year
Ethics & Public Disciplinary Process:
Kingdom Advisors (KA) requires all Certified Kingdom Advisor® designees to remain in substantial compliance with a set of ethical principles, rules, and standards in order to use or to continue to use the Certified Kingdom Advisor® designation. In order to oversee such compliance, KA has established procedures for reporting ethical violations, as well as a set of public disciplinary procedures to oversee the investigation of potential violations of such principles.
Chartered Market Technician®
The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide.
Financial Paraplanner Qualified Professional™ (FPQP®)
The FPQP® designation is issued by the College for Financial Planning (CFFP) and is designed to enhance foundational knowledge for those in support roles within the financial services industry.
Requirements for the FPQP® Designation:
Examination: Pass the FPQP® exam. The curriculum covers key areas of personal financial planning, including estate, tax, retirement, insurance, and investment planning.
Continuing Education: Maintain the designation by completing 16 hours of continuing education every two years.
Ethics: Adhere to the College for Financial Planning’s Standards of Professional Conduct, which emphasize integrity, objectivity, and professionalism.
The FPQP® designation is recognized nationwide, including in Indiana, and demonstrates a commitment to providing comprehensive support in the financial planning process.
Financial Enhancement Group is an SEC Registered Investment Advisor.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
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