By Professional Designation

VennBoard, by the credential you hold.

Find the page tailored to your designation. Each is a guide to how VennBoard supports the work that credential is built for — framed for divorce and family-law cases.

Comprehensive Planning

CFP® — Certified Financial Planner ChFC — Chartered Financial Consultant PFS — Personal Financial Specialist CFA — Chartered Financial Analyst

Divorce-Specific

CDA — Certified Divorce Advisor CDC — Certified Divorce Consultant CDS — Certified Divorce Specialist CeFT® — Certified Financial Transitionist ADPA® — Accredited Domestic Partnership Advisor

Estate & Trust

AEP® — Accredited Estate Planner CEP® — Certified Estate Planner CTEP® — Chartered Trust and Estate Planner CTFA — Certified Trust and Fiduciary Advisor ChSNC® — Chartered Special Needs Consultant

Retirement

CRPC® — Chartered Retirement Planning Counselor RICP® — Retirement Income Certified Professional C(k)P® — Certified 401(k) Professional CPFA® — Certified Plan Fiduciary Advisor

Social Security

NSSA® — National Social Security Advisor CSSCS — Certified Social Security Claiming Strategist

Elder & Senior

CASL® — Chartered Advisor for Senior Living CSA — Certified Senior Advisor CMP — Certified Medicaid Planner CLTC® — Certification in Long-Term Care

College & Student Loan

CCFC — Certified College Financial Consultant CCPS® — Certified College Planning Specialist CSLP® — Certified Student Loan Professional

Insurance

CLU® — Chartered Life Underwriter CPCU® — Chartered Property Casualty Underwriter

Behavioral Finance

BFA® — Behavioral Financial Advisor ABFP — Accredited Behavioral Finance Professional

Business Exit

CEPA® — Certified Exit Planning Advisor

Tax

EA — Enrolled Agent ATA — Accredited Tax Advisor

Looking for a credential we don’t list yet? Let us know — we add quickly.