Investing Advice

Financial Proffesionals

Financial Planners
  • CFP - Certified Financial Planner
    They must complete a course and pass a difficult exam

  • ChFC - Chartered Financial Consultant
    They have completed a 10 part course from the American College in Byrn Maur, PA.

  • Investment Analysts
    • CFA - Chartered Financial Analyst
      From the Assoc. for Investment Management in Charlottesville, VA, must pass 3 exams, each given 1 year apart, and have 3 years experience.
    • CIC - Chartered Investment Counselor
      From the Investment Council Assoc. of America in Washington DC, the candidate must first possess the CFA designation.

    Investment Consultants

    • CIMC - Certified Investment Management Consultant
      From the Institute for Investment Management Consultants, must pass an exam and have 3 years experience.

    • CIMS - Certified Investment Management Specialist
      This is the next step after passing the CIMC exams. Additional work experience is required, along with updated exams.

    • RFC - Registered Financial Consultant
      Designation awarded to applicants who pass a comprehensive exam that covers retirement planning and financial goal achievement through proper planning, saving, and asset allocation.

    • RIA - Registered Investment Advisor
      Designation awarded to applicants who pass a comprehensive exam. Must be a RFC for at least 3 years to take exam.

    • CIA - Certified Investment Advisor
      Must be a RIA for at least 2 years to take exam.

    Other Financial Planners Topics:
    1. Financial Planners
    2. Financial Proffesionals

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    Who's Not Investing?

    Millions marry and start families each year without taking basic steps to make sure their future, as well as their children's, is financially secure.

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