Professional Finance Designations

On 02/01/2013, in Career, Education, by Jordan Wilson

This week I discussed with university students various professional financial designations. As well, potential career paths that the different finance related certifications may offer.

There are a multitude of available financial designations. Three common ones include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and even Chartered Accountant (CA) or Certified Public Accountant (CPA).

Today, I want to quickly link to a few posts I have previously written on this topic.

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Financial Advisor Qualifications

On 08/23/2012, in Financial Advisors, by Jordan Wilson

In Questions to Ask Financial Advisors, the first item to consider is the professional qualifications of your potential financial advisor or planner.

What qualifications and credentials does he have to indicate that he is able to assist you with your wealth management requirements?

Qualifications alone do not guarantee that a financial advisor is competent. Not by any stretch. But possessing appropriate professional credentials is a bare minimum for consideration. Plus, professional credentials may provide comfort in other areas which may be advantageous.

Let’s look at what I mean.

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Assessing Potential Financial Advisors

On 12/24/2010, in Financial Advisors, by Jordan Wilson

Whether you opt for a commission or fee based financial advisor, you want to find the best possible. A highly competent person who is suited to cover your unique needs.

As in any type of business, there can be significant differences between advisors. In quality, service level, and personality.

Here are a few thoughts on finding the right advisor for your needs.

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