Financial Foursight

#9 Financial designations what do they mean? | Is cold calling dead?

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On today's show we talk about what does the alphabet soup of financial designations mean?

 CFP®, CFA®, CPA, CPWA, and CDFA + the 100's of others... 

https://www.finra.org/investors/highlights/3-things-know-about-financial-designations

https://www.finra.org/investors/professional-designations

https://www.wsj.com/articles/SB10001424052748703927504575540582361440848

CPA: https://www.finra.org/investors/professional-designations/cpa

CFA: https://www.finra.org/investors/professional-designations/cfa

CFP®: https://www.finra.org/investors/professional-designations/cfp

CDFA: https://www.finra.org/investors/professional-designations/cdfa

NAPFA Consumer Resources: https://www.napfa.org/financial-planning/consumer-resources

TR401 Tweet https://twitter.com/TR401/status/1150766858846556161

Alex Chalekian Tweet - https://twitter.com/AlexChalekian/status/1150456972883329025 

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