Broker Check

Daniel Farid Yasharel holds the following Accreditations & Designations: 

Abbreviation

Name

Description

AEP®

Accredited Estate Planner®

Designation granted by the National Association of Estate Planners and Councils (NAEPC). The AEP® designation is a graduate-level designation specializing in estate planning and recognizes estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. To receive the AEP® designation, candidates must successfully complete the AEP® education program, pass the final exam, meet ethics standards and have a minimum of five years of experience in estate planning and hold one or more of the following professional credentials: JD (active law license required), CPA, CLU®, CFP®, ChFC®, CPWA®, CFA, CAP®, and MSFS. Continuing education requirements to maintain the AEP® designation must be satisfied every two years. The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards.

AIF®

Accredited Investment Fiduciary

A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. AIF® Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF® designation represents that person's knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.

BFA™

Behavioral Financial Advisor™

Certification granted by Kaplan Financial Education. The BFA™ program, developed by Kaplan and think2perform®, provides training to demonstrate how traditional finance practices are influenced by psychology and neuroscience to help financial professionals mentor and coach clients in their financial decisions, transition to advice-based fees, and offer a holistic approach to strengthen the advisor-client relationship. To receive the BFA™ certification, candidates must successfully complete the BFA™ education program and pass the final exam. Continuing education requirements to maintain the BFA™ designation must be satisfied every two years.

CAP®

Chartered Advisor in Philanthropy®

The advisor earning the CAP® designation has taken three graduate school courses in philanthropy including planning for impact in the context of family wealth, charitable strategies, and gift planning in a nonprofit context, meet experience requirements, ethics standards and continuing education to maintain the CAP® designation, must be satisfied every two years. The courses are offered through the Irwin Graduate School of The American College, a non-profit educator with a 94-year heritage and the highest level of academic accreditation. The CAP® provides the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society when considering philanthropic planning and giving. Courses provide an insight into the philanthropic planning process, including, but not limited to, tax, tools, and techniques. Complete three graduate level courses, meet experience requirements and ethics standards. Continuing education requirements to maintain the CAP® designation must be satisfied every two years.

CFP®

CERTIFIED FINANCIAL PLANNER™

Designation granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board). The CFP® designation is a professional certification for financial professionals who have completed extensive training and experience requirements and are held to rigorous ethical standards. These financial planning topics include general principles of finance, insurance, employee benefits, investments and securities, state and federal income taxes, retirement, estate and asset protection. To receive the CFP® designation, candidates must successfully complete the CFP® education program, pass the final exam, meet experience requirements and ethics standards. Continuing education requirements to maintain the CFP® designation must be satisfied every two years.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

ChFC®

Chartered Financial Consultant®

The ChFC® designation has been a mark of excellence for over thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Designation is granted by The American College of Financial Services. The ChFC® designation provides education covering the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning. It also addresses areas such as behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for clients in the LGBT community, financial planning for divorce, and more. To receive the ChFC® designation, candidates must successfully complete the ChFC® education program, pass course exams, meet experience requirements and ethics standards. Continuing education requirements to maintain the ChFC® designation must be satisfied every two years. The credential is awarded by The American College, a non-profit educator with a 94-year heritage and the highest level of academic accreditation. Must be satisfied every two years.

CLU®

Chartered Life Underwriter®

For 94 years the CLU® has been the respected risk management credential for advisors. This designation is granted by The American College of Financial Services. The CLU® program serves the diverse needs of individuals and business clients through in-depth insurance knowledge. Upon completion, financial professionals have the knowledge to provide guidance to clients on types and amounts of life insurance, make recommendations on aspects of risk management and various insurance solutions. Topics include fundamentals of financial planning, life insurance, life insurance law, estate planning and planning for business owners. To receive the CLU® designation, candidates must successfully complete the CLU® education program, pass the course exams, meet experience requirements and ethics standards. Continuing education requirements to maintain the CLU® designation must be satisfied every two years. The credential is awarded by The American College, a non-profit educator with a 94-year heritage and the highest level of academic accreditation.

CPFA®

Certified Plan Fiduciary Advisor

This designation signifies an individual’s knowledge, expertise, and commitment to working with retirement plans. Plan advisers who earn their CPFA demonstrate the proficiency required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. This designation is offered through the National Association of Plan Advisors. By earning the CPFA, an advisor "demonstrates the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities." To achieve this designation applicants need only to pass a proctored exam and earn 20 continuing education credits every two years. 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.

MSFS

Master of Science in Financial Services

The MSFS is an accredited Master's Degree awarded by The American College of Financial Services, a non-profit educational institution with a 94-year heritage. The Master of Science in Financial Services, provides individuals with the tools needed to analyze, plan and implement integrated financial and life strategies. Topics include effectively working with high net worth clients, integrate ethical considerations into the financial planning process, wealth accumulation process, how to work with business owners to develop compensation, succession planning and retirement strategies and how to guide individuals in the areas of tax minimization, retirement planning, and estate planning. A bachelor's degree is required for admission. This academic degree includes 10 required graduate courses and two electives in advanced financial planning topics.

RICP®

Retirement Income Certified Professional®

Designation granted by The American College of Financial Services. The RICP® designation equips financial professionals with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement demonstrating value by delivering smart strategies for creating secure, sustainable income for a client's retirement. Topics include retirement income planning, best practices in social security claiming, risk management, distribution strategies and more. To receive the RICP® designation, candidates must successfully complete the RICP® education program, pass the course exams, meet experience requirements and ethics standards. Continuing education requirements to maintain the RICP® designation must be satisfied every two years.