Which line correctly reflects the credential formatting for a CFP professional who is also a registered investment adviser on a business card?

Which line correctly reflects the credential formatting for a CFP professional who is also a registered investment adviser on a business card?

• A. A.J. Reynolds, CFP®, RIA Registered Investment Adviser
• B. A.J. Reynolds,CERTIFIED FINANCIAL PLANNER® Registered Investment Adviser
• C. A.J. Reynolds, CFP® Registered Investment Adviser
• D. A.J. Reynolds, C.F.P.®, Registered Investment Adviser

Answer: (C)

Presenting multiple credentials should be clear and not redundant. For a CFP professional who is also a registered investment adviser, the CFP credential should appear after the name, and the other role should be described plainly, without piling on additional acronyms or unusual punctuation. The best formatting is: A.J. Reynolds, CFP® Registered Investment Adviser. This puts the CFP mark right after the name to identify the credential, and then states the role in full, avoiding repetition or confusing abbreviations. It follows the standard that the CFP mark is the credential, and the descriptive title communicates the adviser function without clutter. Disfavoring formats either duplicate the designation (adding both RIA acronym and the full title) or use an odd or incorrect form of the credential (such as C.F.P. with unusual punctuation) or rely on the longer, less standardized wording CERTIFIED FINANCIAL PLANNER®. Those choices can create confusion or appear nonstandard compared to CFP Board guidance.

Presenting multiple credentials should be clear and not redundant. For a CFP professional who is also a registered investment adviser, the CFP credential should appear after the name, and the other role should be described plainly, without piling on additional acronyms or unusual punctuation.

The best formatting is: A.J. Reynolds, CFP® Registered Investment Adviser. This puts the CFP mark right after the name to identify the credential, and then states the role in full, avoiding repetition or confusing abbreviations. It follows the standard that the CFP mark is the credential, and the descriptive title communicates the adviser function without clutter.

Disfavoring formats either duplicate the designation (adding both RIA acronym and the full title) or use an odd or incorrect form of the credential (such as C.F.P. with unusual punctuation) or rely on the longer, less standardized wording CERTIFIED FINANCIAL PLANNER®. Those choices can create confusion or appear nonstandard compared to CFP Board guidance.