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The Monterey County Herald, Calif., Financial Planning Column.
Knight Ridder/Tribune Business News, November, 1998 by Petersen, Ken
Knight Ridder/Tribune Business News
Nov. 2--DECODING AREA'S FINANCIAL ADVISER DESIGNATIONS
QUESTION: Your column is always interesting and informative and one of the items that is on my weekly "must read" list.
Since you answer various inquiries, perhaps you can sort out my confusion and ignorance of the various designations associated with financial advisers. What are the various acronyms and what do they mean?
ANSWER: Thank you. My goal is to help readers be more aware of how to achieve financial success.
When selecting a financial adviser, you should be looking for competence and trust. Designations and degrees are helpful in that they show the adviser has made a commitment to achieve at least a minimum level of...
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