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According to Robert R. Johnson, PhD, CFA, CAIA, and professor of finance at the Heider College of Business at Creighton University, your advisor being a fiduciary is a must.
Fiduciary and financial advisor are related terms, but they are not synonymous. Some fiduciaries are financial advisors, but the term also includes individuals who do not work in finance.
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
What is a fiduciary? A fiduciary is someone in a position of trust over the affairs of another. It comes from the Latin word fiduci, which means trust. A fiduciary is bound by law or oath to put ...
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.
The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.
Then, do your research. If, for example, an adviser holds a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential, they’re required to act as a fiduciary, which means ...
The Chartered Financial Analyst designation of the CFA Institute; Certified International Investment Analyst; The Financial Risk Manager (FRM) international professional certification offered by the Global Association of Risk Professionals; The Certified Management Accountant certification offered by Institute of Management Accountants.