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What do Financial Advisors Qualifications Mean? |
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If you have ever wondered what the many initials shown on Financial Advisors details mean, here is a look at the basic, intermediate, and higher qualifications. Next time you go to an advisor, you can see just how qualified they really are!
Initial Qualifications
IAC
FPC
CIP
CeFA
MLIA (Dip) | = Investment Advice Certificate
= Financial Planning Certificate
= Certificate in Investment Planning
= Certificate for Financial Advisers
= Member of the Life Insurance Association |
Intermediate and Further Qualifications Follow Below
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Intermediate Stage
MSFA
AFPC
ACII
ASFA
PIC
AIFP
MSI(Dip)
ALIA (Dip)
FLIA (Dip) | = Member of the Society of Financial Advisers
= Advanced Financial Planning Certificate
= Associate of the Chartered Insurance Institute
= Associate of the Society of Financial Advisers
= Professional Investment Certificate
= Associate of the Institute of Financial Planning
= Member of the Securities Institute and Diploma
= Associate of the Life Insurance Association
= Fellow of the Life Insurance Association |
Final StageFCII
FSFA
FIA/FFA
FIFP | = Fellow of the Chartered Insurance Institute
= Fellow of the Society of Financial Advisers
= Fellow of the Institute or Faculty of Actuaries
= Fellow of the Institute of Financial Planning |
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