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 option strategies can I use to earn additional income when investing in the ...

    Discover how risk-averse investors need to build a retirement portfolio. The major factors are diversification and avoiding ...
  2. How do you mediate a dispute between primary and contingent beneficiaries of a trust?

    Learn about some of the different methods for resolving disputes between primary and contingent beneficiaries on transfer ...
  3. Should I invest in penny stocks or large cap stocks for my retirement portfolio?

    Determine whether to invest in penny stocks or large-cap stocks for retirement. Penny stocks are extremely speculative while ...
  4. What does passing the Series 6 enable me to do?

    Learn more about the Series 6, what the examination and license are and what the license enables an individual to buy, sell ...
RELATED TERMS
  1. Advanced Diploma In Insurance

    A qualification earned by insurance professionals and conferred ...
  2. Associate In Personal Insurance (API)

    A designation earned by professionals looking for training in ...
  3. Self Invested Personal Pension (SIPP)

    A tax-efficient retirement savings account available in Great ...
  4. Associate In Reinsurance (ARe)

    A designation earned by insurance professionals looking for reinsurance ...
  5. Associate In Surplus Lines Insurance (ASLI)

    A designation earned by insurance professionals involved with ...
  6. Senior Move Manager

    Senior move managers (SMMs) help seniors downsize and relocate ...

You May Also Like

Related Articles
  1. Mutual Funds & ETFs

    Top 7 ETFs Designed for Retirement Income

  2. Professionals

    5 Signs That You Have a Lousy 401(k) ...

  3. Entrepreneurship

    Why Small Business Owners Need Financial ...

  4. Mutual Funds & ETFs

    Top Commodities ETFs for Your Retirement ...

  5. Professionals

    How the Robo-Advisors Differ (& How ...

Trading Center