A:

Some common retirement planner designations are:

All of the websites linked above include pricing information.

The above certifications are not difficult to obtain, but they do require many hours of studying and/or years of experience in the field. They are well worth the time and money spent, however, as they help to lend credibility and build customer confidence in designees.

The best one to start with is the CISP, as it is the easiest and it covers the bulk of retirement assets, which are IRA assets.

To learn more about financial certifications, see The Alphabet Soup of Financial Certifications, Dispelling the Myths Surrounding Financial Planners and Choosing an Advisor: Wall Street vs. Main Street.


This question was answered by Denise Appleby
(Contact Denise)

RELATED FAQS
  1. What's the difference between a financial advisor and a financial planner?

    Seeking professional advice from a financial advisor may involve asking for financial help from a certified financial planner, ... Read Answer >>
  2. Where can I look for a financial planner?

    References from trusted friends or family members can help you find a financial planner; however, keep in mind that your ... Read Answer >>
Related Articles
  1. Financial Advisor

    Designations For The Buy Side

    For those interested in picking securities and financial planning, these certifications could be just what your buy-side financial career needs.
  2. Financial Advisor

    A Guide To Financial Designations

    Find out which certifications can bring you the greatest career returns.
  3. Insights

    Financial Designations That Employers Require

    We break down the designations that are important to have if you want to work in the financial sector.
  4. Retirement

    Certifications For Estate Planning

    These certifications can lead to a promising career, but is estate planning for you?
  5. Retirement

    7 Steps to Create a 10 Year Retirement Plan

    Workers who are only 10 years away from retirement need to do a number of things to ensure that a comfortable retirement can be achieved.
  6. Financial Advisor

    Financial Planners: Specialize In Seniors

    Find out how this demographic has all the needs to keep your firm busy year-round.
  7. Personal Finance

    Financial Planner: Career Path & Qualifications

    Learn what education and certifications you need to become a financial planner, as well as the future prospects and earnings potential for financial planners.
  8. Personal Finance

    Private Banker: Career Path & Qualifications

    Discover what kind of work private bankers do, and learn more about how you can develop the experience and qualifications required to work in the field.
  9. Retirement

    10 Things You Must Know Before You Retire

    Don't put off your retirement planning - these 10 steps can make your later years much more manageable.
  10. Tech

    What Do Certified Financial Planners Earn?

    Individuals with the Certified Financial Planner designation enjoy an above-average salary range as well as promising current and future job availability.
RELATED TERMS
  1. Accredited Personal Financial Planning Specialist

    A professional designation for Certified Public Accountants who ...
  2. Retirement Income Certified Professional - RICP

    A professional designation for experienced financial professionals ...
  3. American Institute Of Certified Public Accountants - AICPA

    The non-profit professional organization of certified public ...
  4. Certified Trust And Financial Advisor - CTFA

    A professional credential offered by the American Bankers Association ...
  5. Designated Beneficiary

    The person who determines how long the retirement plan will survive ...
  6. Association Of Certified Fraud Examiners

    An organization that was created to combat fraud and deception ...
Hot Definitions
  1. Return on Market Value of Equity - ROME

    Return on market value of equity (ROME) is a comparative measure typically used by analysts to identify companies that generate ...
  2. Majority Shareholder

    A person or entity that owns more than 50% of a company's outstanding shares. The majority shareholder is often the founder ...
  3. Competitive Advantage

    An advantage that a firm has over its competitors, allowing it to generate greater sales or margins and/or retain more customers ...
  4. Mutual Fund

    An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities ...
  5. Wash-Sale Rule

    An Internal Revenue Service (IRS) rule that prohibits a taxpayer from claiming a loss on the sale or trade of a security ...
  6. Porter Diamond

    A model that attempts to explain the competitive advantage some nations or groups have due to certain factors available to ...
Trading Center