Understanding the Professional's Designations

A designation is a certificate awarded by a professional organization.  A candidate striving for a designation may need to meet several requirements, including minimum work experience in the field and the successful completion of an exam. 

Click on the links below to see a list of the designations that are well-known and respected within the financial community.  These links will describe the requirements needed to take the exam, information on the exam, and list what is needed for the person to maintain his designation.  Locating someone who has a different designation does not mean that advisor should be dismissed.  There are numerous designations that may be appropriate for the type of service you need.  Rather, check into the objectives and requirements for the designation to determine whether this person is right for you.
 
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