A Certified Financial Planner is dedicated
to a high level of professionalism in providing
financial planning advice, they have agreed
to adhere to high standards of competence
and ethical practice as set out by the Financial
Planner's Standards Council (FPSC).
A Chartered Financial Consultant (CH.F.C.) is a financial planner with advanced knowledge in wealth
accumulation and retirement planning.
A Chartered Life Underwriter (CLU) is a financial planner with advanced knowledge in life and health
insurance and employee benefits.
A Registered Health Underwriter is a financial planner with advanced knowledge in disability income, employee
benefits, and the advanced application of health insurance.