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Credentials check

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


  1. Generalcarry

    Generalcarry
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    NRA Member

    Joined:
    Apr 25, 2004
    1,524
    14
    Location:
    Michigan
    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

    bunkerbuster
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    Joined:
    Mar 22, 2005
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    Location:
    CO/CA
    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:

    CFA

    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.