The Importance of Financial Certifications

Financial certifications are a commitment to the client’s best interest

Financial certificationsYou’ve decided to get serious about your financial future and want to find a financial advisor to guide your decisions. There’s a lot to consider in creating a comprehensive financial plan.

Pulling all the pieces of your financial life together—budgeting, retirement planning, saving for education, insurance, taxes, and investing—is a challenging endeavor.

Finding credentialed professionals is essential. Many professionals call themselves financial planners and most people think all financial advisors are “certified,” but this isn’t true. Only those that have fulfilled and maintained the requirements of the CFP Board can display the CFP® trademark and call themselves a CERTIFIED FINANCIAL PLANNER™.

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Are You Apprehensive About Finding a Financial Firm to Help Manage Your Assets?

By J. Mark King, CFP®

Being apprehensive is a valid concern when looking for a financial advisor to manage your assets. I’d like to share some tips and precautions to help you make wise choices in finding a financial firm.

Finding a financial advisorCertifications Matter

During your financial advisor search, confirm that the financial team you’ll be working with hold designations such as:

  • Chartered Financial Consultant® (ChFC®)
  • Personal Financial Specialist (PFS)
  • Certified Fund Specialist® (CFS®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Investment Management Analyst® (CIMA®)

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