To
From
Chartered Market Technician - Level II
Core
Market Technicians Association
Retirement Plans Associate
International Foundation of Employee Benefit Plans
Associate, Life Management Institute
LOMA
Associate, Secure Retirement Institute
Chartered Market Technician - Level I
Certification in Long Term Care
Corporation for Long Term Care Certification
Registered Financial Associate
International Association of Registered Financial Consultants
Associate in Insurance Accounting and Finance
The Institutes
Certified Financial Fiduciary
National Association of Certified Financial Fiduciaries
Credentialed Financial Advisor
Financial Advisor Training Institute