Enhancing our service through ongoing education
The Chapman Gergen Group believes in lifelong learning. While additional designations are not required, we pursue them to enhance our knowledge and better support our clients. Explore the page below to learn about our certifications and contact us to discuss how our knowledge can help you reach your financial goals.
CPWA®, Certified Private Wealth Advisor
Team members who hold the designation: Michael Gergen
Why it should matter to you? The CPWA® certification program is an advanced credential created specifically for wealth manager who work with these clients, arming them with the knowledge and skills necessary to guide sophisticated clients through the life cycle of accumulation, preservation and distribution. By selecting a CPWA® advisor, you’re working with someone who has committed themselves to attaining advanced wealth management knowledge and can guide you through the most complex issues, ethically and with only your best interests in mind. The CPWA® certification program teaches advisors how to identify and analyze the challenges high-net-worth clients face and develop specific strategies to, monetize and protect assets, maximize growth, and transfer wealth, according to their goals and objectives. The holistic, multidisciplinary CPWA® program requires advisors to meet rigorous standards.
CFP®, CERTIFIED FINANCIAL PLANNER®
Team members who hold the designation: Heather Johnson and Michael Gergen
Why it should matter to you? The CFP® designation is earned by those who pass a comprehensive exam that tests their financial planning knowledge and skills. Theoretical and practical financial planning knowledge is developed by completing a comprehensive course of study at a college or university offering a financial planning curriculum. The curriculum and exam cover the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. A CFP® professional is well-versed in developing integrated wealth management plans, with a robust theoretical and practical knowledge of investment products and services; an unwavering commitment to the highest ethics; and a steadfast commitment to putting your interests first.
CEPA®, Certified Exit Planning Advisor
Team members who hold the designation: Michael Gergen
Why it should matter to you? Certified Exit Planning Advisors(CEPA) are trained to learn the Value Acceleration Methodology which allows them to uncover risks in an owner's business, build significant value prior to a transition, and align an owner’s business, personal, and financial goals. Exit planning at its core allows business owners to see the full value of their business and transition it on their own terms.
AIF®, Accredited Investment Fiduciary
Team members who hold the designation: Jay Chapman
Why it should matter to you? The AIF® is a professional designation granted by the Center for Fiduciary Studies to those who are interested in gaining the fiduciary knowledge and tools needed to serve their clients’ best interests. The program includes topics such as organizing client engagement for success, formalizing an investment strategy, implementing the investment strategy and conducting due diligence, and monitoring investment results, fees and providers. Accredited Investment Fiduciary® (AIF®) Training prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities.
CPFA®, Certified Plan Fiduciary Advisor
Team members who hold the designation: Michael Gergen
Why it should matter to you? The Certified Plan Fiduciary Advisor (CPFA®) credential developed by some of the nation’s leading advisors and retirement plan experts demonstrates an advisor’s knowledge, expertise and commitment to working with retirement plans such as 401k 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.
