Registered FiduciaryTM

The Registered Fiduciary™ certification identifies financial professionals that have met the necessary requirements to serve in the important new role of Fiduciary Advisor. RF™ certified professionals are identified as having met the highest fiduciary standard in the financial industry. The RF™ certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.

An RF™ acts in the interests of clients with care, skill, prudence and diligence under the prevailing circumstances that a prudent expert acting in a capacity and familiar with such matters would act.

Chartered Market Technician® - CMT

A Chartered Market Technician® (CMT) is a professional technical analyst that holds the CMT designation. The CMT marks the highest level of training within the discipline and is the preeminent designation for practitioners worldwide. Technical analysis is a system of research to evaluate the markets and investment opportunities. Earning the CMT demonstrates mastery of a core body of knowledge of investment risk in portfolio management; including quantitative approaches to market research and rules based trading system design and testing.