Home In Depth Special Reports Choosing the right designation

Choosing the right designation

Advisors often make the mistake of going for lesser-known designations. Clients, especially high net-worth clients, know the value of quality credentials.

November 22, 2011

Choose your designations wisely

Go for credentials that will add value – not just letters

  • November 22, 2011 January 23, 2018
  • 11:55

Designation boosts credibility

Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients began to require more guidance in the post-retirement portion of their plans, so Penner began looking for ways to hone her skills in retirement-income planning. “I was dealing with a […]

  • October 31, 2011 October 31, 2011
  • 12:11

Are your designations recognized internationally?

In the global economy, it pays to have credentials that are accepted in other countries

  • December 24, 2010 December 19, 2017
  • 08:10

Boost your practice with a unique designation

Designations that deal with divorce, elder planning can give your practice a unique value proposition

  • August 20, 2010 December 19, 2017
  • 10:58

Which financial designation is right for you?

A brief guide to financial services qualifications for advisors

  • July 29, 2010 December 19, 2017
  • 14:07