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

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA^®,“ and ”Certified Investment Management Analyst^®.“ Use of CIMA^®, and/or Certified Investment Management Analyst^® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.