What do Financial Advisors Qualifications Mean?
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 Stage
| FCII
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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