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A Complete "How To" Guide for
investing in Stocks, Bonds and Mutual Funds
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You are here:
Investing >
Financial Planners > Financial Proffesionals
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Financing a College Education
Financial Planners
CFP - Certified Financial Planner
They must complete a course and pass
a difficult exam
ChFC - Chartered Financial
Consultant
They have completed a 10 part course
from the American College in Byrn Maur,
PA.
Investment Analysts
- CFA - Chartered Financial Analyst
From the Assoc. for Investment
Management in Charlottesville, VA, must
pass 3 exams, each given 1 year apart,
and have 3 years experience.
- CIC - Chartered Investment
Counselor
From the Investment Council Assoc.
of America in Washington DC, the
candidate must first possess the CFA
designation.
Investment Consultants
- CIMC - Certified Investment
Management Consultant
From the Institute for Investment
Management Consultants, must pass an
exam and have 3 years experience.
- CIMS - Certified Investment
Management Specialist
This is the next step after passing
the CIMC exams. Additional work
experience is required, along with
updated exams.
- RFC - Registered Financial
Consultant
Designation awarded to applicants
who pass a comprehensive exam that
covers retirement planning and financial
goal achievement through proper
planning, saving, and asset allocation.
- RIA - Registered Investment
Advisor
Designation awarded to applicants
who pass a comprehensive exam. Must be a
RFC for at least 3 years to take exam.
- CIA - Certified Investment
Advisor
Must be a RIA for at least 2 years
to take exam.
Other Financial Planners Topics:
-
Financial Planners
- Financial Proffesionals
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