ZLC Financial Group and its associates are committed to maintaining its professional relationships with the following organizations.
EPC – Elder Planning Counselor
Canadian Initiative for Elder Planning Studies Inc.: The Canadian Initiative for Elder Planning Studies provides knowledge and training to professionals working with senior citizens.
CLU – Chartered Life Underwriter
Advocis: Advocis, the Financial Advisors Association of Canada, provides educational programs for its members and ensures that they maintain a high level of professionalism. It acts as a voice for financial advisors throughout Canada.
RHU– Registered Health Underwriter
The Institute for Advanced Financial Education: The Institute for Advanced Financial Education provides designations and standards for financial service professionals, through teaching and training in the fields of Advanced Estate and Wealth Transfer, and Living Benefits.
TEP – Trust and Estate Practitioner
The Society of Trust and Estate Practitioners: The Society of Trust and Estate Practitioners aids in advancing its members knowledge on relevant topics in the area of management of personal finances, while providing educational opportunities and a forum for discussion.
CSA – Certified Senior Advisor
Canadian Academy of Senior Advisors Inc.: The Canadian Academy of Senior Advisors promotes ethical standards, integrity and equality in dealing with the elderly, educates professionals about the process of aging and its different aspects, and provides a continuing educational experience for professionals working with seniors.
C.A. – Chartered Accountant
F.C.A. – Fellowship Chartered Accountant
Institute of Chartered Accountants of British Columbia: The Institute of Chartered Accountants of BC is involved in teaching and training, regulating, and providing member services to Chartered Accountants throughout BC, ensuring that they are able to provide exceptional services to their clients.
CGA – Certified General Accountant
Certified General Accountants Association of Canada: The Certified General Accountants Association of Canada, a professional association of students and CGAs throughout Canada, plays a role in setting national and international accounting standards, working alongside other accounting organizations.
CIM – Canadian Investment Manager
Canadian Securities Institute: The Canadian Securities Institute educates and trains financial service professionals, providing courses and qualifications across numerous different financial services fields.
CDFA – Certified Divorce Financial Analyst
Institute for Divorce Financial Analysts: The Institute for Divorce Financial Analysts works to educate and certify financial, accounting and legal professionals in the field of divorce.
CFP – Certified Financial Planner
Financial Planners Standards Council: The Financial Planners Standards Council works to build, encourage and implement professional standards for financial planning. The council aims to create awareness on the integral role financial planning plays in the lives’ of Canadians.
CMA – Certified Management Accountant
Society of Management Accountants of Canada: The Society of Management Accountants of Canada represents strategic management accounting professionals in Canada, and is responsible for the setting of standards, development, and certification of CMAs.
A.C.I.I. – Associate of the Chartered Insurance Institute
Insurance Institute of Canada: The Insurance Institute of Canada provides a code of ethics, as well as development opportunities through seminars, training courses and networking events, for professionals working in the insurance and financial services industries.
GBA – Group Benefits Associate
International Foundation of Employee Benefit Plans: The International Foundation of Employee Benefit Plans focuses on providing its members with up-to-date education, information, and networking events relating to the subjects of employee compensation and benefits, and financial literacy.
CFA – Certified Financial Analyst
The CFA Institute is the global association of investment professionals that sets the standard for professional excellence. They are a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community.