To
From
Chartered Market Technician - Level I
Core
Market Technicians Association
Credentialed Financial Advisor
Financial Advisor Training Institute
Certified IRA Services Professional
American Bankers Association
Certified Financial Fiduciary
National Association of Certified Financial Fiduciaries
Accredited Retirement Advisor
Accreditation Council for Accountancy and Taxation
Financial Information Associate
Software & Information Industry Association
Certified Financial Technician
The International Federation of Technical Analysts Inc.
Associate, Life Management Institute
LOMA
Associate in Insurance Accounting and Finance
The Institutes
Retirement Plans Associate
International Foundation of Employee Benefit Plans