A Behavioral Financial Advisor (BFA) is a financial advisor who goes beyond asset selection and offers practical advice to positively influence their clients’ saving and spending habits. This individual is motivated to craft a financial plan and grow their client’s portfolio through a keen focus on behavioral finance and investment products. This article will define […]
The Certified Private Wealth Advisor (CPWA) certification is designed for wealth managers who work with high-net-worth individuals. These professionals focus on the cycle of wealth, which includes accumulation, preservation, and distribution. Let’s take a closer look at what this designation is, what it takes to earn it, and how you may benefit from working with […]
A Registered Life Planner (RLP) is a designation for financial professionals who specialize in the human side of financial planning. The Kinder Institute of Life Planning runs the program and boasts that more than 500 advisors have earned the designation globally. The visionary concept of Life Planning seeks to discover a client’s most profound goals […]
Paying for higher education can be an overwhelming endeavor. That’s where a Certified College Financial Consultant (CCFC) comes in. They have the knowledge and training necessary to help families fund education costs. Let’s take a closer look at what this designation is, what it takes to earn it, and how you may benefit from working […]
Going through a divorce can be one of the most emotional and challenging life experiences for many people. When it comes to navigating both common and complex financial issues that arise during a divorce, you’ll find it comforting to know a growing number of professionals are specializing in helping people skillfully tackle these money matters […]
If you’re an individual or family with considerable wealth seeking a financial professional with the credentials to oversee a complex portfolio of investments, hiring a Chartered Financial Analyst (CFA) may be right for you. Many CFAs also work with individuals and families who don’t yet have considerable wealth, while a majority hold positions at financial […]
The Chartered Financial Consultant (ChFC) designation has been around since 1982. Awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania, it covers much of the same ground as the Certified Financial Planner (CFP) — but the two designations differ in some important ways worth understanding before choosing an advisor. While the ChFC […]
The Chartered Life Underwriter (CLU) is a certification for financial professionals who specialize in life insurance as it relates to estate planning and business planning. It involves an extensive educational program that covers topics such as insurance, annuities, risk management, and more. The CLU is one of the oldest designations as it’s been around since […]
A Certified College Planning Specialist (CCPS) is a finance professional who specializes in helping clients with financial planning for college. CCPS members are certified by the National Institute of Certified College Planners (NICCP) to provide advice, education, and ongoing support to prepare families for the financial implications of college. This article will define the Certified […]