O'Reilly logo

Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

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 ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required