Credential AbbreviationAccrediting or Designating Body
Chairman’s Council Elite (2015)Assante Wealth Management
Advanced Certificate in Family Wealth Advising
ACFWAFamily Firm Institute
Advanced Certificate in Family Business Advising
ACFBAFamily Firm Institute
Bachelor of Arts, Business & Aviation
BATrinity Western University School of Business and Aviation Studies
Bachelor of Math, Mathematics, & Computer Science
BMathUniversity of Waterloo Bachelor of Math (Co-op)
Canadian Investment Funds Course
CIFCInvestment Funds Institute of Canada
Canadian Securities Course
CSCCanadian Securities Institute
Certificate, Family Enterprise Advisor
University of British Columbia, Sauder School of Business, Family Enterprise Advisor Program
Certified Executor Advisor
CEACanadian Institute of Certified Executor Advisors
Certified Financial Planner
CFPFinancial Planning Standards Council
Chartered Professional Accountant
CPA, CAChartered Professional Accountants Canada
Conduct & Practices Handbook Course
Canadian Securities Institute
Family Enterprise Advisor
FEAInstitute of Family Enterprise Advisors
Fellow, Family Firm Institute
Family Firm Institute
Financial Management Diploma
Fin.Dip.BC Institute of Technology, School of Business, Financial Planning Option
Life Licence Qualification Program
LLQPInsurance Council of British Columbia
Registered Financial Planner
RFPInsitute of Advanced Financial Planners
Bachelor of Arts, English Literature & Economics
BAUniversity of British Columbia
Chartered Investment Manager
CIMCanadian Securities Institute
Investment Management Techniques
IMTCanadian Securities Institute
Portfolio Management Techniques
PMTCanadian Securities Institute
Bachelor of Business Administration, Management & Finance
BBAVancouver Island University
Bachelor of Commerce
BcommAthabasca University

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