Our Credentials
Our Credentials. Learn more about what they mean.
Non-deposit products are not insured by the FDIC; are not deposits; and may lose value.
Our credentials defined.
Click each tab to read the definitions of each credential for our Trust & Investments team.
Chartered Financial Analyst
Most demanding and respected credential. Signifies an individual has mastered a broad range of practical portfolio management and advanced investment analysis skills through extensive training and experience. Held to rigorous ethical standards.
www.cfainstitute.org
Certified Financial Planner
Most recognized credential. Signifies an individual has completed comprehensive training, understands complexities of the changing financial climate and knows how to make financial planning recommendations.
www.cfp.net
Accredited Farm Manager
Signifies an individual who possesses the skills, experience and education to provide land investment analysis and management of day-to-day operations for agricultural enterprises.
Chartered Financial Consultant
Signifies an individual is trained and qualified to provide comprehensive advanced financial planning for individuals, professionals and small business owners while adhering to high ethical standards.
NAPA ESG 401(k) Plan Advisor
Signifies an individual is trained in the fundamentals of Economic, Social ESG(k)and Governance (ESG) investing, can manage a prudent process for evaluating ESG investments for placement in retirement plans and assist employers in managing their fiduciary obligations with respect to ESG investments.
Certified Trust & Fiduciary Advisor
Signifies individual has attained comprehensive training in fiduciary and trust activities, financial planning, tax law planning, investment management and ethics.
Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation demonstrates that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Commodity Trading Advisor
An individual who advises others, directly or indirectly, as to the value of or the advisability of trading futures contracts, options on futures, retail off-exchange forex contracts or swaps.
Certified Plan Fiduciary Advisor
Demonstrates the expertise and experience required to act as a plan fiduciary and help plan fiduciaries manage their roles and responsibilities.
Accredited Trust and Financial Advisor
A gold standard of professional expertise in the trust industry. Demonstrates mastery of the very highest level of fiduciary knowledge.
Certified IRA Services Professional
Demonstrates the financial professional’s expertise regarding traditional IRA, SEP, and Simple IRAs. They are also knowledgeable about IRA fees, investing, plan portability, and distributions.
Certified Public Accountant
Signifies an individual has attained comprehensive training in professional standards of the accounting industry.
