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AIF
AIF: Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFA®
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CIMA® / CPWA®
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CPWA,” and “Certified Private Wealth Advisor.” Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully complete The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
ChFC® Chartered Financial Consultant®
Chartered Financial Consultant® (“ChFC®”) are registered trademarks owned by The American College of Financial Services.
CRPC®
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Although third-party information has been obtained from sources believed to be reliable, JPMorgan Chase & Co. and its affiliates do not guarantee its accuracy or completeness and accept no liability for any direct or consequential losses arising from its use.
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