Chapter 3. The Meaning Behind Advisor Designations and Licenses

The more letters a financial professional has after his or her name does not necessarily correlate with the quality of the advice he or she provides. Some designations carry more clout because they require more dedication to obtain and maintain. Some are general and others specific. Depending on what your needs are, some designations and licenses will be more important to you than others. Following are some of the longest lived and more common designations you might come across and what they mean:

CFA—Chartered Financial Analyst: The CFA designation is investment-oriented.

A candidate must have an undergraduate degree and 3 years of professional experience involving investments ...

Get Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.