Dual crediting is also possible between the CFP and other professional financial designations, such as the Enrolled Agent (EA, Chartered Life Underwriterr (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), Certified Public Accountant (CPA, Chartered Financial Analyst CFAFandand many others.
Though he has no financial designation, he's written books like More Money for Beer and Textbooks and runs a blog called Young and Thrifty, both of which are aimed at helping students not be total financial failures.
The Financial-Planner Designations: A Chartered Financial Analyst CFAA) is among the most difficult and prestigious certifications in the financial industry, designating investment professionals such as portfolio managers and stock analysts.
Dedicated and accomplished employee of 14 years at Harris Bank N.A., holding a Certified Financial Planner designation.
Burt Hutchinson, of Fischer & Hutchinson Wealth Advisors in Bear, Del., trained as an accountant before earning his certified financial planner designation.
"First and foremost, nothing is free," said Stephen M. Horan, managing director and co-leader for education at the C.F.A. Institute, which administers the chartered financial analyst designation.
While recruiters agree that securing a chartered financial analyst designation or an M.B.A. can never hurt, knowing which other certifications and what kind of continuing education to pursue can be tricky.
Accompanying the stock boom: a sharp increase in financial-planner designations issued by largely unregulated private entities that set their own standards.
There are some private organizations that require a course of study and confer a financial planner "designation," like Certified Financial Planner ("CFP") or Chartered Financial Consultant (ChFC), but there are just as many post-name abbreviations that can mean little or nothing.
Main Street Growth Project was started by former Romney staffer Kyle Hauptman and Paul Ryan staffer Chauncy Goss as well as AEI's Paul Wallison to help institutions fight the "systemically important financial institution" designation.
There are also educational plans, family health plans etc. Get the advice of a professional who has qualifications of the Certified Financial Planner or similar financial planning designation.
