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Planning & Economy

Financial Advisor Designations- Which Ones Matter?

May 21st, 2021

I am reading an article right now and the title is What’s a Financial Planner?  As I’m reading the article, the body of the article is not what I expect, but it is prompting me to write this newsletter.  The first sentence says: “The financial advice industry has 212 reasons to be confused.”  This is based on 212 financial advisor designations.  I did not know there are that many designations someone in our industry can get and I can see how investors get confused by what some credentials actually mean.  And, I see later in the article that there is a website called Designation Depot which allows financial advisors to receive credentials without even having to study or test for the designations.  So, which designations matter?  Between the five of us at Windsor Wealth we hold a few designations that this industry considers to be at the top of the tier.

Carlos Dominguez & Christina Jones:  CFP®

John Lilly:  AAMS, CPFA, & APMA

Brooke Cantrell:  CFP® Candidate

Bobbie Denton:  FPQP™

As you can see each team member at Windsor Wealth has the credentials so that we can best serve you, our clients. As we sought out for our designations, we found ones that we felt would improve us as financial advisors and that would create a better experience for our clients.  We have all received designations that required rigorous study work, testing to acquire the designation, and continuing education so that we are always improving as your financial advisor.  And while these designations are over and above the required licensing that we had to achieve; we feel that they were imperative so that we could best serve our clients.

 

Sources:

  1. College of Financial Planning: com/wealth.management
  2. CFP: net
  3. FINRA: org/investors/professionals-designations/cpfa
  4. Financial Planning magazine, Investing in Advisors, May 2021: What is a financial planner?
  5. CPFA: org
  6. https://www.forbes.com/sites/peterlazaroff/2019/01/29/what-designations-should-your-financial-advisor-have/?sh=468fc5344e72

 

CFP® Candidates have completed the education and exam requirements of the CFP® Board.  CFP® Candidates still need to complete either 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.  Upon completion of the professional experience and ethical requirements, candidates can hold out the CFP® designation.

 

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