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?