Date: March 2011
2 posts in March 2011
What does the designation Certified Financial Planner (CFP) mean?
March 18, 2011
The Certified Financial Planner (CFP) professional credential was developed to differentiate planners who provide comprehensive, interdisciplinary planning from other professions, such as insurance agents or accountants, whose focus is narrower and reflects their particular area of expertise. CFP® candidates must complete a comprehensive university-level course of study covering all the disciplines in financial planning. Following…
What does the designation Chartered Financial Analyst (CFA) mean?
March 18, 2011
The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. No professional financial credential is as rigorously focused on investment knowledge as the Chartered Financial Analyst designation. Only investment professionals who demonstrate ethical, professional, and educational excellence earn the CFA charter. Since the first CFA…