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There are over 208 designations available for financial-services professionals. [17] These are some of the more common designations. Life and Annuity Certified Professional (LACP), from the National Association of Insurance and Financial Advisors (NAIFA) Chartered Alternative Investment Analyst
Financial Designations. Independent financial advisors often have one or more of the following designations: chartered financial analyst, certified financial planner or registered investment ...
The QFA ("qualified financial advisor") designation is awarded to those who pass the Professional Diploma in Financial Advice and agree to comply with the ongoing "continuous professional development" (CPD) requirements. [34] It is the recognised benchmark designation for financial advisers working in retail financial services. The ...
The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
A National Social Security Advisor (NSSA) is an individual who has finished the certificate program for the designation, which was created by the National Social Security Association in 2013.
Certifications. A financial advisor may hold a number of different professional designations, such as certified financial planner (CFP) or chartered financial analyst (CFA), while accountants ...
Certifications are usually awarded by professional societies or educational institutes. Obtaining a certificate is voluntary in some fields, but in others, certification from a government-accredited agency may be legally required to perform certain jobs or tasks.
Financial advisor is a broad term that covers several types of professionals, ... You may also want to look for someone with one of the following retirement-related credentials or designations:
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