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Credentials check

Discussion in 'Business Forum' started by Generalcarry, Jul 9, 2005.

  1. Generalcarry

    Generalcarry NRA Member

    Apr 25, 2004
    How would you find the credentials of a financial planner in your home state? It there an organization that they must join, or would benefit by joining?
  2. bunkerbuster


    Mar 22, 2005
    Financial advisor has some stuff that they take to get their designations.

    Most common ones are:

    CFP, CSA, CFS.

    If they have insurance license:

    ChFC, CLU.

    If they are in analysis side:


    If the financial planner/advisor do not have those, it is still okay. Some financial advisor literally do not have time to take those exams.