At Capital Fiduciary Advisors, we’ve assembled a team of talented wealth advisors who hold the industry’s most respected professional certifications/registrations and are affiliated with leading financial industry associations and organizations.

Certifications/Registrations

AIF®
The Accredited Investment Fiduciary (AIF®) professional designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards and subsequently passed a comprehensive examination. AIF designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

CFP®
Certified Financial Planner™ certification represents financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience, and ethics requirements. The certification identifies financial planners who are committed to competent and ethical financial planning. Individuals authorized by the Certified Financial Planner Board of Standards to call themselves CFP® professionals have completed the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process.

ChFC
A Chartered Financial Consultant (ChFC) is an educated, experienced and qualified specialist committed to the financial well being of your family, your business, and yourself. The ChFC credential is a financial planning designation awarded by The American College. 

CIMA®
Certified Investment Management Analyst (CIMA) credential is awarded by the Investment Management Consultants Association to professionals who pass a pre-qualifying and a certifying exam, complete coursework at the Wharton School, University of Pennsylvania, have a minimum of three years experience in investment consulting and fulfill continuing education requirements.

CLU
A person holding the Chartered Life Underwriter designation is a specialist in life insurance and estate planning. The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.

CPA®
The Certified Public Accountant (CPA®) designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.

Affiliations

Financial Planning Association (FPA)
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. The FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.

Investment Management Consultants Association (IMCA)
The mission at IMCA is to ensure quality service to the public by developing and encouraging high standards in the investment consulting profession. As an organization, their role has been to broaden the public's understanding of investment management consulting and to promote and protect the interests of the profession. They also provide forums for ongoing education and information sharing among their members.

Loudoun County Chamber of Commerce
Capital Fiduciary Advisors has been a member of the Loudoun County Chamber of Commerce since 2006. Loudoun County is a dynamic county with an outstanding quality of life, located just 25 miles from Washington, D.C. The home of Dulles International Airport and America Online, Loudoun has established a reputation as an international center for technology, communications and transportation. Bordered by the Blue Ridge Mountains and Potomac River, Loudoun is widely known for its beautiful scenery, rich history and strong sense of community. The county also enjoys a reputation for high quality services, including a first-rate educational system.

Social Investment Forum
The Social Investment Forum is a national nonprofit membership association dedicated to promoting the concept and practice of socially and environmentally responsible investing. As the nation's premier membership association serving social investment practitioners, the Forum is comprised of more than 500 financial professionals and institutions, including financial professionals, institutions, researchers, foundations, community development organizations and public educators.


Definitions and descriptions based on information contained on organization websites and provided by the CFP Board (http://www.cfpboard.org/learn/knowledgebase.asp?id=15) and Securities Exam Preparation, Inc. Capital Fiduciary Advisors is not responsible for the accuracy, timeliness, or the continued availability of content, hyperlinks, or third-party websites or pages.