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. 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 >>
  2. 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 >>
  3. Can I hold non-dollar currencies in my retirement fund?

    Yes. You would need to find a financial institution that can facilitate these currencies in a retirement account. Many are ... Read Answer >>
  4. What is the difference between a compiled and a certified financial statement?

    All publicly-traded companies are required to provide financial statements, including a balance sheet, cash flow statement ... Read Answer >>
  5. What does a sample plan using the 4% retirement rule look like?

    Discover how the 4% retirement rule can work as part of a plan to achieve increasing retirement income if investments perform ... Read Answer >>
  6. Which popular professional certification exams do not require sponsorship?

    The Financial Industry Regulatory Authority (FINRA) administers several professional certification examinations that do not ... Read Answer >>
Related Articles
  1. Professionals

    Designations No Retirement Planner Should Be Without

    Advance your career and gain clientele by adding a few choice certifications.
  2. Professionals

    Guide To Financial Certifications

    To find the right financial professional, you have to sift through an alphabet soup of certifications. Here’s a quick guide to six of the most common.
  3. Professionals

    Finding The Right Accounting Certification

    The right accounting certification can open the doors of opportunity.
  4. Professionals

    Finding The Right Accounting Certification

    An accounting certification may be the boost your career needs. Find out how to get the most bang for your buck.
  5. Home & Auto

    Certifications For Estate Planning

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

    A Close Look At Certified Senior Designations

    We examine the validity of senior financial designations and whether they are worth pursuing.
  7. Retirement

    Financial Planners: Specialize In Seniors

    Find out how this demographic has all the needs to keep your firm busy year-round.
  8. Retirement

    Retirement Planning For 20-Somethings: Retirement Resources

    As they say, "knowledge is power," and being knowledgeable about how your retirement accounts work is a powerful step towards implementing a realistic and attainable retirement strategy. You ...
  9. Financial Advisors

    Retirement Savings: How Much is Enough?

    Sure, you can never save too much for retirement, but just how much is enough?
  10. Career Education & Resources

    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.
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. Chartered Retirement Plans Specialist (CRPS)

    A professional designation awarded by the College for Financial ...
  4. Certified Investment Management Specialist - CIMS

    A professional designation for investment managers that was conferred ...
  5. Certified Public Accountant - CPA

    A designation given by the American Institute of Certified Public ...
  6. Accountant

    A professional who performs accounting functions such as audits ...

You May Also Like

Trading Center