In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who ...

As advisors seek to advance their careers, there are myriad financial designations and certifications to pursue. Knowing where to invest their time and money is critical to success.

As a retirement planner, there are a few certifications that can help advance your career drastically as well as help expand your client base.

Financial advisors can live and die by the letters following their name on their business card. The professional designations and certifications you hold often say more about you to clients than ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

5 Questions to Ask Before You Hire a Financial Professional Just a few of the designations you might encounter include CFP®, RICP®, BCM, CAC, CHFC, CLU, WMS, CFS and, well, the list goes on and on.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Some clients, however, develop long-term professional relationships with their CPA that can be just as personal as their relationship with a financial advisor. In terms of designations ...

Here are five recommendations from seasoned professionals to help newer advisors navigate the process: The CFP is table stakes. Many advisory firms say the Certified Financial Planner designation ...