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 CFA

Certified Financial Analyst

 CFO

Chief Financial Officer

 CFP

Certified Financial Planner®

 CIO

Chief Investment Officer

 Client Progress Meeting

Any meeting scheduled with a client for the purpose of reviewing progress towards stated goals, setting or revising goals, or discussing recommendations made by your Subject Matter Experts.

 CPA

Certified Public Accountant

 CSA

Client Service Assistant

 CSM

Client Service Manager

 CSR

The Comprehensive Safety Review™

 CTH

The Commitment to Hire™

 CYA

The Check Your Aim Client Exercise™­­­