Administered by the National Association of Insurance and Financial Advisors (NAIFA), the LUTCF designation focuses on life insurance, other insurance products, risk management and investment products. 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 an LUTCF. What is a […]
While reaching retirement is an exciting milestone, it can also be very nerve-racking, especially if you’re unsure of whether your nest egg will last. Fortunately, a Retirement Income Certified Professional (RICP) who is an expert in retirement income planning can help you out. RICPs work with retirees and people nearing retirement to make the best […]
Offered by the National Association of Certified Credit Counselors (NACCC), the Certified Credit Counselor (CCC) designation is designed to help others improve their overall financial well-being through practical financial education and effective counseling. Let’s take a closer look at what this designation is, what it takes to earn it, and how you may benefit from […]
A Certified Money Coach (CMC) pairs “psychological principles, universal spiritual beliefs, and practical financial guidance” to support their clients. Their ultimate goal is to help people from all walks of life change their relationship with money. They focus on money coaching, which can lead to “fulfilling purposeful, and prosperous” lives. Let’s take a closer look […]
A Certified Personal Finance Consultant (CPFC) provides financial advice for clients in one-on-one settings. It’s administered by Fincert, available in English and Spanish, and specifically designed for professionals who provide money coaching, budget counseling and credit counseling. Let’s take a closer look at what this financial certification is, what it takes to earn it, and […]
Are money matters creating major issues between you and your partner or a family member? Is stress about your financial situation affecting your mental or physical health? If so, you may want to consider hiring a financial therapist, including those who have earned their Certified Financial Therapist (CFT-I) designation. What is a Financial Therapist? A […]