What are some common and useful retirement planner designations? Are they expensive or difficult to obtain?

By Denise Appleby AAA
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. Can I purchase mutual funds for my IRA?

    Learn how to invest your IRA assets in mutual funds. Discover a few of the different types of mutual funds available for ...
  2. Can I purchase mutual funds for my IRA?

    Learn how to invest your IRA assets in mutual funds. Discover a few of the different types of mutual funds available for ...
  3. What are Social Security Credits for and how can I earn them?

    Understand the basics of the Social Security credit system, how credits are earned and how many credits are required to be ...
  4. How can I receive my Social Security benefits if I want to retire outside the U.S?

    Understand the requirements for receiving Social Security benefits while living outside the United States and how citizenship ...
RELATED TERMS
  1. Elder Care

    Elder care, sometimes called elderly care, refers to services ...
  2. Variable Annuitization

    An annuity option in which the amount of income payments received ...
  3. Gold IRA

    Definition of Gold IRA
  4. Pension Risk Transfer

    When a defined benefit pension provider offloads some or all ...
  5. Death Master File (DMF)

    Also known as Social Security Death Index. A list of people whose ...
  6. To Fund

    A type of target-date retirement fund whose asset allocation ...
Related Articles
  1. Retirees seeking a rich cultural mix, temperate climate, low living costs, good healthcare, beaches and even skiing will find Spain an appealing option.
    Retirement

    Retiring In Spain: 5 Best Cities For ...

  2. Follow these 5 strategies and set yourself up for a sane and comfortable retirement. Starting early is best, but it's never too late to help your future.
    Retirement

    The 5 Top Rules Of Thumb For Retirement ...

  3. If that's always been your dream, there actually are affordable ways to retire in France. Some regions to explore and some cautions to keep in mind.
    Retirement

    Can You Afford To Retire In France?

  4. Here's how to incorporate life insurance into a plan to ensure that you and your family have the smoothest possible transition into retirement.
    Retirement

    The Smart Way To Use Life Insurance ...

  5. A delightful climate, World Heritage sites and a low cost of living are just some of the reasons to retire to Ecuador. Here's more about what to expect.
    Retirement

    Why Retiree Expats Adore Ecuador

Trading Center