Designations EA, CHC, CLU, CFA, CD FA, AD PA - dbsandis/TwilightFinancial GitHub Wiki

Certainly! Here’s a breakdown of the financial designations you’ve encountered, alongside your CFP® (Certified Financial Planner) pursuit:

Acronym Full Name Focus Area
EA Enrolled Agent Tax professionals authorized by the IRS to represent taxpayers in all matters.
ChFC Chartered Financial Consultant Similar to CFP®; broader focus including estate, retirement, insurance planning.
CLU Chartered Life Underwriter Specializes in life insurance, estate planning, and risk management.
CFA Chartered Financial Analyst Investment management, portfolio analysis, financial markets—very technical.
CDFA Certified Divorce Financial Analyst Focuses on financial issues surrounding divorce (alimony, asset division).
ADPA Accredited Domestic Partnership Advisor Specializes in financial planning for unmarried couples and domestic partners.

Each has different requirements (exams, experience, ethical standards), and their value depends on your niche. Since you’re targeting financial coaching, tax services, and small business/nonprofit clients, CFP®, EA, and possibly ChFC or CDFA could be most relevant.


Would you like a side-by-side comparison table of the top 3 that align with your business goals?


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