A Chartered Retirement Planning Counselor (CRPC) is a financial professional focused on retirement planning. The CRPC program is designed for new and experienced advisors who seek to define a “road map to retirement” for their clients. There is a focus on clients’ pre-and post-retirement needs and issues related to asset management and estate planning. How […]
As a business owner, you’re used to wearing multiple hats every day to ensure your customers are happy and your bottom line is growing. Thinking about selling your business may seem far off, but taking the time now to begin thinking about what a transition might look like ensures you’ll be prepared when you’re ready […]
The Chartered Advisor in Philanthropy (CAP) is a professional designation for financial advisors, attorneys, and other professionals who help clients with charitable giving and estate planning. Continue reading to better understand the designation and what is required for a financial advisor to earn it, and if you might benefit by hiring an advisor who has […]
Are you feeling overwhelmed by debt, unsure how you’ll pay all your bills this month or simply uncomfortable talking about money? You’re not alone. Fortunately, there are thousands of financial coaches and counselors across the U.S. who offer affordable services to help people tackle their debt and improve their financial well-being. While there’s generally not […]
Are you looking to hire a qualified financial professional who can work with you to create a robust plan for managing your money and achieving your short and long-term goals? A Certified Financial Planner (CFP) has the knowledge, experience, and ethics necessary to offer sound financial advice to clients from all walks of life. With […]
The Chartered Special Needs Consultant (ChSNC) is the only designation on the market with a focus on individuals with special needs. It was created for financial planning and legal professionals who wish to take their existing skills and knowledge and enhance the quality of life of families with special needs. As disabilities and chronic medical […]
A Chartered Alternative Investment Analyst (CAIA) is an internationally recognized credential. It’s specifically designed for financial professionals who manage, analyze or regulate venture capital, private equity, hedge funds, real estate and other alternative investments. Oftentimes, CAIA designation holders work as portfolio managers, analysts, consultants, brokers, risk managers and traders. Let’s take a closer look at […]
The Certified Investment Management Analyst (CIMA) is for financial professionals who would like to stand out as advanced investment consultants. Issued by the Investments and Wealth Institute, it focuses on topics such as risk measurement, asset allocation, due diligence and investment policy. Let’s take a closer look at what this designation is, what it takes […]
Before you hire any professional, it’s essential to consider their qualifications to ensure they have the proper education and experience for your individual circumstances. Since financial professionals have varying degrees of formal education and experience, it’s even more important to do your homework when researching financial advisors and coaches. You’ll find that many financial advisors […]