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Investments and advisory services offered through CBIZ Financial Solutions,
Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ
Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a
subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
Individual Credentials and Certifications of CBIZ RPS Service Team
Accredited Investment Fiduciary (AIF®): offered through The Center for Fiduciary Studies (fi360)
– The AIF®
designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF®
Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon.
AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own
investment practices as well as being able to assist others in implementing proper policies and procedures. AIF®
designees must complete 6 hours of continuing professional education credits every year.
American Bar Association (ABA) Member
– Our in-house legal and regulatory affairs council has particular emphasis on
monitoring and interpreting state and federal employee benefits law. As active members of the American Bar
Association, our council stays abreast on the latest legislative and regulatory changes. ABA members are equipped
with numerous resources and have access to a vast network of legal experts.
Associate of the Society of Actuaries (ASA) –
An Associate of the Society of Actuaries has demonstrated knowledge of
the fundamental concepts and techniques for modeling and managing risk. The Associate has learned the basic
methods of applying those concepts and techniques to common problems involving uncertain future events; such as
pensions, insurance and investment concepts. The Society of Actuaries administers certification exams, maintains the
Actuarial Standards of Practice, as well as coordinates and tracks continuing education requirements.
Certified Employee Benefits Specialist (CEBS): cosponsored by International Foundation and the Wharton School of
the University of Pennsylvania –
One of the most widely recognized and respected professional credentials in the
employee benefits and compensation field. In order to obtain the CEBS designation, candidates must obtain three
specialty designations: Group Benefits Associate (GBA), Retirement Plans Associate (RPA) and Compensation
Management Specialist (CMS). The GBA, RPA and CMS recognize the three primary areas of specialization within total
compensation – group, retirement, and compensation management. The CMS, GBA and RPA designations require
successful completion of three examinations within the CEBS curriculum. Like the CEBS designation, the GBA, RPA
and CMS designations are awarded by the International Foundation of Employee Benefit Plans and the Wharton School
of the University of Pennsylvania. CEBS designees must complete 24 hours of continuing professional education
annually.
Certified Financial Planner™ (CFP®): offered by the Certified Financial Planner Board of Standards, Inc. –
professionals are uniquely qualified to help individuals pull all their finances together, solve financial problems, and
make a plan to achieve their financial goals. CFP’s must meet the highest requirements in the industry in terms of
ethics, education, experience and exam. Professionals must meet ongoing education, examination, experience and
ethics requirements to maintain their certification.
Certified Plan Fiduciary Advisor (CPFA) offered by The National Association of Plan Advisors (NAPA) -
The Certified Plan
Fiduciary Advisor credential- developed by some of the nation’s leading advisors and retirement plan experts-
demonstrates our knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn
their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and
responsibilities.
Certified Public Accountant (CPA): offered through the American Institute of CPA’s –
The AICPA provides members with
the resources, information and leadership that enable them to provide valuable services in the highest professional
manner to benefit the public, employers and clients. CPA’s have demonstrated extensive knowledge in accounting and
audit practices by completing the rigorous Uniform CPA Exam. AICPA members are required to adhere to a
professional code of conduct and must complete 120 hours of continuing professional education every three years.
Certified Pension Consultant (CPC)-
The Certified Pension Consultant (CPC) credential is conferred by ASPPA to benefits
professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs
work alongside employers to formulate, implement, administer and maintain qualified retirement plans.
Certified Retirement Services Professional (CRSP): issued by the Institute of Certified Bankers (ICB) –
credentialed
members are professionals who have had substantial experience with the Employment Retirement Income Security Act
(ERISA), have signed a professional code of ethics and completed 30 hours of continuing education every three years.
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