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PROFESSIONAL DESIGNATIONS

Box Financial Advisors is committed to the ongoing education of our advisors. All of our financial advisors maintain certain professional designations. The designations maintained among the advisors include:

  • Behavioral Financial Advisor™ (BFA™)
  • Certified Financial Planner® (CFP®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Financial Consultant® (ChFC©)
  • Chartered Life Underwriter® (CLU®)

You can find more detailed explanations of the standards and educational requirements for the designations HERE.