Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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.