What Are The Different Financial Professional Designations?

There’s a myriad of reasons people seek advice and support when it comes to their personal finances. Some people need immediate guidance to deal with a financial crisis. Others are looking for long-term assistance to meet financial goals.

If you need advice on a specific aspect of your finances such as investing, you can find professionals to help. You can also hire financial professionals to help you with taxes or for general accounting services for your business.

According to LPL Financial, there are over 160 financial credentials and professional designations. Some are recognized for requiring extensive experience and rigorous programming. Other classifications require much less effort and experience to attain — even though they may be beneficial for the financial professional in working with clients.

Let’s take a closer look at some of the more recognized credentials and designations to see what they mean and whether they matter to you as a potential client.

Financial Professional Designations

It’s important to note, individuals earning each of these designations must also complete continuing education requirements to maintain their certifications.

CFP