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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent.

Financial Advising 98
Financial Advising Financial Planning Ethics Financial Services 98
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59
CFP Financial Advisor Financial Planner Ethics 59
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