Designations

Members of the SASCU Wealth team share in these designations.

CPCA™ – Certified Professional Consultant on Aging To earn the CPCA designation, individuals must demonstrate a solid understanding of the health, social and financial aspects of aging. This designation is confered by the Age-Friendly Business™ Academy.

Visit the Age-Friendly Business™ web site for more information about this designation.

CFP® – Certified Financial Planner The CFP designation provides the assurance that your planner has completed a rigorous course of study approved by the Financial Planning Standards Council. In addition, your planner has passed the CFP examination – an independently developed national comprehensive examination – and is committed to ongoing professional development and adherence to the professional CFP Code of Ethics and CFP Financial Planning Practice Standards. 

For more information visit the Financial Planning Standards Council web site.

PFP™ – Personal Financial Planner A PFP designation ensures the planner has gained the knowledge, skills and tools to evaluate and manage various wealth forms to optimize their clients’ financial situations. Individuals with this designation are qualified to write the CFP examination with the Canadian Financial Planners Standards Council. 

For more information regarding the PFP designation, visit the CSI (Canadian Securities Institute) web site.