Credentials and Designations That Count
In This Chapter
• The significance of credentials
• The confusion created by so many choices
• How to decide which credentials are right for you
• Obtaining the most well-known credentials for personal financial planners: CFP and ChFC
There are many reasons why the financial planning profession is overwhelmed with so many credentials. It isn’t a bad thing to have so many choices. After all, financial planning is such a broad and pervasive topic that no one designation can make you an expert in all of the subject areas.
It does, however, give lots of clients and prospective financial planners pause and confusion. Is one credential better than another? Do you need another designation? Is this planner ...