FINANCIAL PLANNER PROFESSIONAL CERTIFICATES

Financial Planner Professional Certificates | Staying Financially Healthy | Reverse Your Thinking™ Financial data analyzing , shot with very shallow depth of field, blue tone
Financial Planner Professional Certificates | Staying Financially Healthy | Reverse Your Thinking®

Many financial planners have voluntarily undergone training and met various requirements for specific professional certifications. Often, relevant work experience is required. Here are some Financial Planner Professional Certificates that these dedicated individuals earn.

Certification: Accredited Estate Planner
Description: Estate Planning
Website: www.naepc.org

Certification: Accredited Financial Counselor (AFC)
Description: Financial Counseling and Money management
Website: www.afcpe.org

Certification: Certified Financial Planner (CFP)
Description: Best Known Certification
Website: www.cfp.net

Certification: Certified Trust and Financial Advisor (CTFA)
Description: Trusts and Taxes
Website: www.aba.com

Certification: Chartered Financial Consultant (ChFC)
Description: Financial planning in Insurance & estate planning
Website: www.theamericancollege.edu

Certification: Chartered Life Underwriter (CLU)
Description: Life Insurance
Website: www.theamericancollege.edu

Certification: Chartered Mutual Fund Counselor (CMF)
Description: Mutual Funds
Website: www.cffpinfo.com/cmfc.html

Certification: Investment Advisor
Description: Stockbroker managing less than $100 million
Website: www.nasaa.org / www.finra.org

Certification: NAPFA Registered Financial Advisor (NRFA)
Description: Source for fee-only financial Advisors
Website: www.napfa.org

Certification: Personal Financial Specialist (PFS)
Description: Personal financial credential for CPA’s
Website: www.aicpa.org

Certification: Registered Financial Associate (RIA)
Description: Granted only to recent graduates of approved collegiate programs
Website: www.iarfc.org

Certification: Registered Investment Advisor (RIA)
Description: Stockbroker managing more than $100 million
Website: www.sec.gov / www.finra.org

Side Note: What to Know about the Roth IRA

If you earn an income, you can open a Roth IRA. A Roth IRA is an after-tax, nondeductible IRA that provides significant tax and retirement planning benefits.

Contributions to Roth IRAs are not deductible, but the funds grow tax-free. Withdrawals are tax-free if used for qualifying first-time home buyer costs and medical or educational expenses.

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