- Private certifications of financial planners and investment advisors - Financial Advisors, Investment Counselors, and the Fi...
Private certifications of financial planners and investment advisors - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Private organizations grant and oversee the certifications or designations that financial planners and investment advisors hold. For an advisor to hold any of these designations is a matter of choice.
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- Widely recognized financial planner and investment advisor certifications - Financial Advisors, Investment Counselors, and t...
Widely recognized financial planner and investment advisor certifications - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, This article provides information on seven of the more widely held advisor designations granted by private certification organizations. They are Accredited Estate Planner – AEP, Certified Financial Planner – CFP, Chartered Financial Analyst – CFA, Chartered Investment Counselor – CIC, Chartered Financial Consultant – ChFC, Chartered Life Underwriter – CLU, and Personal Financial Specialist – PFS
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