- TEP Trust and estate practitioner
国际信托与遗产规划会员
- CFP Certified financial planner
注册财务规划师
- CLU Chartered Life Underwriter
特许人寿理财师
- CPA Certified Public Accountant
注册会计师
- CFBA Certified family business advisor
家族企业认证顾问
- CFWA Certified family wealth advisor
家族财务认证顾问