Credentials that embody high ethical standards and knowledge
At David Beaver & Associates of Raymond James, we’re deeply committed to education in all its forms. The designations and credentials held by our financial advisors showcase a commitment to high ethical standards and delivery of an adept service that’s finely tuned to respond to each client’s individual needs.
Learn more about how our credentials help strengthen the service you receive.
CIMA® – Certified Investment Management Analyst®
CIMA® -certified professionals have met specific educational and experience requirements, plus passed a rigorous examination, that signifies their ability to offer a comprehensive approach to wealth management and portfolio creation for their clients. This professional certification also demonstrates a commitment to ethical conduct and ongoing education.
CPWA® – Certified Private Wealth Advisor™
The CPWA® designation is awarded to financial professionals who demonstrate advanced knowledge and experience in wealth management. Designation holders have completed a comprehensive program of study that covers investment and risk management, tax and estate planning and the distinct needs of high-net-worth individuals and families.
CPM® – Certified Portfolio Manager®
Financial advisors who hold the CPM® designation have demonstrated their proficiency in managing multifaceted investment portfolios. CPM® designees are recognized for their advanced skills in constructing and managing portfolios that encompass a variety of asset classes and investment styles.
CPFA™ – Certified Plan Fiduciary Advisor™
A deep understanding of fiduciary responsibilities and regulations governing a range of retirement plans is required before a financial professional earns the CPFA™ designation. CPFA™ - certified advisors are recognized as knowledgeable about plan design, investment selections, regulatory requirements and best practices for both employers and participants.
CRPC™ – Chartered Retirement Planning Counselor™
Financial advisors who hold the CRPC™ designation are recognized for their knowledge, skills and experience in helping their people – both individuals and families – plan for a comfortable, fulfilling retirement. CRPC™ designees are committed to upholding high standards of professionalism and ethical conduct when preparing their clients for retirement.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.