When dealing with your finances, you want to ensure that you partner with someone you trust and who has the competence necessary to handle your financial needs.
CFP® (CERTIFIED FINANCIAL PLANNER™)
CFP® certification is the standard of excellence in financial planning, recognized for its high standard of professional education; stringent code of conduct and standards of practice; and ethical requirements that govern professional engagements with clients. We believe in “leading with planning”, that is why we have CFP® professionals in each of our Wealth Management, Financial Planning, and Investment Management Departments.
CFA® (CHARTERED FINANCIAL ANALYST)
The CFA® designation is a mark of distinction. As a globally recognized credential in the investment management profession, the charter demonstrates strong foundation in advanced investment analysis, financial expertise, and real-world portfolio management skills, underpinned by ethical conduct and high standards of practice. One of the benefits of working with us is that our CFA® charterholders are in-house, making them more accessible to you at any time.
CRPC® (CHARTERED RETIREMENT PLANNING COUNSELOR™)
Our in-house CRPC® professional helps you navigate your pre-and post-retirement needs. They help design optimal retirement income streams, including asset management for retirement, making the most of your social security benefits, and bridging any gap in your retirement income. They also guide you through health care options and achieving tax and estate planning objectives in retirement. Our in-house professional has deep knowledge in retirement plans and NUA (Net Unrealized Appreciation), which helps most of our clients in the Industrial Retiree Services.
ChFC® (CHARTERED FINANCIAL CONSULTANT)
The ChFC® designation stands as a distinguished certification in financial planning and requires more courses than any other financial planning credential, including extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning. Our in-house ChFC® professional has extensive experience in risk management such as insurance and annuities; a great resource for our aging clients who need long-term care policies.
AIF® (ACCREDITED INVESTMENT FIDUCIARY)
Being a fiduciary means serving the best interests of our clients. We work with investors and plan sponsors to help them achieve their financial goals. Institutional clients partner with us to fulfill their fiduciary duties. At Apriem, we require our staff to get the AIF® designation to make sure that everyone executes prudent fiduciary practices to serve, grow and protect our clients’ assets.
CIPM® (CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT)
CIPM is the leading designation for performance evaluation. The CIPM curriculum prepares for effective investment risk/return evaluation, manager selection, and investment reporting based on the Global Investment Performance Standards (GIPS®) standards. As a GIPS®-compliant firm, our in-house CIPM professional ensures our firm- wide commitment to honest, consistent, and ethical performance reporting practices are executed.
Designed by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), the Series 65 is an exam and securities license required for individuals to act as investment advisers in the US.