Table: What the Titles Mean


Chartered Financial Good for securities analysis Analyst but not necessarily for (CFA) comprehensive financial planning

Certified Financial Requires a comprehensive Planner education in financial planning (CFP)

Certified Investment Training focuses on finding good Management mutual funds and money Consultant (CIMC) managers

Certified Public Accounting degree, best with Accountant PFS designation for (CPA) comprehensive planning

Certified Trust & Estate planning and trusts Financial Advisor expertise, common in the (CTFA) banking industry

Chartered Financial Financial planning designation Consultant for insurance agents (ChFC)

Chartered Life Insurance agent designation, Underwriter often goes with ChFC credential (CLU)

General Securities A registered representative Representative --a broker--trained only in (GSR) investment products

Personal Financial Less common but as Specialist comprehensive as CFP--for (PFS) CPAs only

    Before it's here, it's on the Bloomberg Terminal.