Financial Advisors' Credentials

There are different types of advisors in our network, with different types of credentials and training. Here's what you need to know to find the advisor that's right for you.

CFP^® certification has become the standard for excellence in 11 countries. What's more, Ameriprise Financial has the largest number of these professionals among any retail advisory force.* CFP^® professionals have at least three years of client experience. They specialize in:

• Insurance
• Investments
• Taxes
• Retirement planning
• Estate planning
• Financial planning process

Learn more at the Certified Financial Planner Board of Standards website.

A Chartered Financial Consultant focuses on a personalized financial planning process and has at least three years of qualifying professional experience.

Learn more at The American College website.

CLU^® is the major professional credential for the life insurance industry, sponsored by The American College. An underwriter complies with The American College's Code of Ethics and Procedure and agrees to fulfill ongoing continuing-education requirements.

Learn more at The American College website.

Ameriprise financial advisors are licensed to offer a wide variety of financial products, including:

• Stocks
• Bonds
• Options
• Annuities

We also have designated business financial advisors. Your Ameriprise financial advisor will help you understand your personal or business strategies, and work with you to meet short- and long-term goals.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial planning services and investments offered by Ameriprise Financial Services, Inc. Member FINRA and SIPC.

*Sources: CFP Board of Standards. There is no guarantee that you will work with an advisor with a CFP^® certification.